Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,335,926
+$170,853 QoQ
Shares Held
6,757
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $3,099,427 across 8 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
68,338 | $1,462,433 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
14,687 | $700,276 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
19,003 | $383,290 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
4,169 | $168,219 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,462 | $128,393 | |
| 6 | MPT |
Medical Properties Trust Inc
|
25,625 | $118,387 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
1,594 | $69,912 | |
| 8 | LTC |
Ltc Properties Inc
|
1,782 | $68,517 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,335,926 | 6,757 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,165,073 | 6,277 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,058,151 | 5,940 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,274,114 | 8,288 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $44,737 | 292 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||