GWN SECURITIES INC.
Broker-DealerPosition in WELL — Welltower Inc.
CIK 1265905
Palm Beach Gardens, FL
Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$743,326
+$65,181 QoQ
Shares Held
3,275
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#820
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026GWN SECURITIES INC. holds $743,326 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
|
3,275 | $743,326 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,326 | 3,275 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $678,145 | 3,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $595,622 | 3,209 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $477,237 | 2,679 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $454,425 | 2,956 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||