Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$303,004
+$40,050 QoQ
Shares Held
1,335
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,106
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026PRIVATE MANAGEMENT GROUP INC holds $303,004 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
|
1,335 | $303,004 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,004 | 1,335 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $262,954 | 1,330 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $246,861 | 1,330 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $236,926 | 1,330 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||