Hilton Head Capital Partners, LLC
Position in WELL — Welltower Inc.
CIK 2109913
HILTON HEAD ISLAND, SC
Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,173
-$19,535 QoQ
Shares Held
177
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,425
of 1,577 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Hilton Head Capital Partners, LLC holds $70,999 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (56.6% of the industry book) .
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,173 | 177 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $59,708 | 302 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $62,179 | 335 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||