Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,072,433
+$98,712 QoQ
Shares Held
4,725
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#731
of 1,581 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, 2026MONETARY MANAGEMENT GROUP INC holds $1,072,433 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
|
4,725 | $1,072,433 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,433 | 4,725 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $973,721 | 4,925 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $993,013 | 5,350 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $997,584 | 5,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $860,888 | 5,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $857,976 | 5,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $800,290 | 6,350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $844,998 | 6,600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $753,206 | 7,225 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $675,104 | 7,225 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $683,037 | 7,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $620,544 | 7,575 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $612,741 | 7,575 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $543,051 | 7,575 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $529,316 | 8,075 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $519,384 | 8,075 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $664,976 | 8,075 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $776,330 | 8,075 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $692,592 | 8,075 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $665,380 | 8,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $513,142 | 6,175 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $442,315 | 6,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $390,951 | 6,050 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $347,067 | 6,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $294,975 | 5,700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $294,136 | 6,425 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||