Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$502,284
+$64,752 QoQ
Shares Held
2,213
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#931
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, 2026Basecamp Wealth Advisors LLC holds $721,701 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,213 | $502,284 | |
| 2 | VTR |
Ventas, Inc.
|
1,943 | $172,538 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
1,082 | $21,823 | |
| 4 | NHI |
National Health Investors Inc
|
110 | $8,388 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
181 | $7,303 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
373 | $7,277 | |
| 7 | MPT |
Medical Properties Trust Inc
|
278 | $1,284 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
44 | $804 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,284 | 2,213 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $437,532 | 2,213 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $404,444 | 2,179 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||