Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,276,933
+$190,319 QoQ
Shares Held
5,626
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#691
of 1,580 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $7,577,921 across 16 REIT - Healthcare Facilities names. WELL ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
33,238 | $1,733,361 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
75,765 | $1,621,371 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
69,337 | $1,398,527 | |
| 4 | WELL |
Welltower Inc.
This page
|
5,626 | $1,276,933 | |
| 5 | 22,825 | $692,967 | |||
| 6 | OHI |
Omega Healthcare Investors Inc
|
8,799 | $419,536 | |
| 7 | VTR |
Ventas, Inc.
|
3,210 | $285,048 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,551 | $49,770 |
All Filings in WELL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,933 | 5,626 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,086,614 | 5,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $744,110 | 4,009 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $724,673 | 4,068 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $611,384 | 3,977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $604,873 | 3,948 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $439,340 | 3,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $539,646 | 4,215 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $423,150 | 4,059 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $346,101 | 3,704 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $283,314 | 3,142 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $134,266 | 1,639 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $99,171 | 1,226 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $94,415 | 1,317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $89,934 | 1,372 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $87,925 | 1,367 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $112,572 | 1,367 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $112,787 | 1,315 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $308,093 | 3,739 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $304,644 | 3,666 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $266,177 | 3,716 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||