Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$604,194
+$46,257 QoQ
Shares Held
2,662
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#881
of 1,580 holders
Holding Since
Dec 2020
12 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, 2026WEDBUSH SECURITIES INC holds $2,490,954 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
17,800 | $848,704 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,662 | $604,194 | |
| 3 | VTR |
Ventas, Inc.
|
4,905 | $435,564 | |
| 4 | LTC |
Ltc Properties Inc
|
9,164 | $352,355 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
10,255 | $200,075 | |
| 6 | MPT |
Medical Properties Trust Inc
|
10,836 | $50,062 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,194 | 2,662 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $557,937 | 2,822 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $486,483 | 2,621 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $421,122 | 2,364 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $330,058 | 2,147 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $374,445 | 2,444 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $288,230 | 2,287 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $261,181 | 2,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $445,043 | 4,269 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $412,631 | 4,416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $227,859 | 2,527 | Shares | Sole | 2024-02-12 | |
| 2020-12-31 | $263,003 | 4,070 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||