Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,979,208
+$354,411 QoQ
Shares Held
13,126
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.56%
of 13F equity value
Holder Rank
#536
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026GARRISON BRADFORD & ASSOCIATES INC holds $2,979,208 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
13,126 | $2,979,208 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,979,208 | 13,126 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,624,797 | 13,276 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,445,597 | 13,176 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,360,533 | 13,251 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,767,280 | 11,496 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,827,182 | 11,926 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,503,033 | 11,926 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,557,741 | 12,167 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,290,615 | 12,380 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,156,787 | 12,380 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,116,304 | 12,380 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,014,169 | 12,380 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,001,418 | 12,380 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $887,522 | 12,380 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $811,509 | 12,380 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $751,257 | 11,680 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $833,629 | 10,123 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $973,225 | 10,123 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $898,269 | 10,473 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $862,975 | 10,473 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $870,306 | 10,473 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $785,995 | 10,973 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $646,523 | 10,005 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $452,013 | 8,205 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $502,233 | 9,705 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $444,294 | 9,705 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||