Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,858
+$497 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,539
of 1,580 holders
Holding Since
Mar 2020
11 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $232,074 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
2,570 | $228,216 | |
| 2 | WELL |
Welltower Inc.
This page
|
17 | $3,858 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,858 | 17 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,361 | 17 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,155 | 17 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,028 | 17 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,613 | 17 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,604 | 17 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,142 | 17 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,176 | 17 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,772 | 17 | Shares | Sole | 2024-07-31 | |
| 2020-06-30 | $12,471 | 241 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $27,284 | 596 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||