Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,003,810
+$1,129,864 QoQ
Shares Held
26,452
+7.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#416
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026Hamilton Capital Partners Inc. holds $11,584,446 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
26,452 | $6,003,810 | |
| 2 | VTR |
Ventas, Inc.
|
62,845 | $5,580,636 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,003,810 | 26,452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,873,946 | 24,652 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,148,754 | 22,352 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $4,275,003 | 23,998 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $3,198,352 | 20,805 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $2,920,029 | 19,059 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $2,934,860 | 23,287 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $2,067,684 | 16,150 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $427,737 | 4,103 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||