Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$824,808
+$221,200 QoQ
Shares Held
3,634
+19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#794
of 1,580 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, 2026AlphaGrep UK Ltd holds $4,271,852 across 8 REIT - Healthcare Facilities names. WELL ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
26,138 | $1,246,259 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,634 | $824,808 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
28,939 | $564,599 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
10,700 | $431,745 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
16,999 | $342,869 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
15,163 | $324,488 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
5,497 | $286,668 | |
| 8 | VTR |
Ventas, Inc.
|
2,820 | $250,416 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,808 | 3,634 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $603,608 | 3,053 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $854,734 | 4,605 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||