Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$505,916
+$31,017 QoQ
Shares Held
2,229
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#929
of 1,581 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Index Technologies Group LLC holds $531,883 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,229 | $505,916 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
1,331 | $25,967 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,916 | 2,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $474,899 | 2,402 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $611,399 | 3,294 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||