Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,447,351
+$1,825,330 QoQ
Shares Held
68,059
-1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#302
of 1,586 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, 2026Janney Montgomery Scott LLC holds $55,638,302 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,017,422 | $21,772,830 | |
| 2 | WELL |
Welltower Inc.
This page
|
68,059 | $15,447,351 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
86,950 | $4,145,776 | |
| 4 | VTR |
Ventas, Inc.
|
35,524 | $3,154,531 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
59,443 | $3,099,952 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
135,688 | $2,647,272 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
47,369 | $1,911,339 | |
| 8 | NHI |
National Health Investors Inc
|
19,007 | $1,449,473 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,447,351 | 68,059 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,622,021 | 68,899 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,309,602 | 77,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,048,755 | 73,250 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,865,803 | 77,186 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,564,444 | 75,481 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,316,215 | 65,986 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,552,660 | 66,802 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,650,662 | 54,203 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,107,991 | 54,666 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,655,567 | 51,631 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,213,555 | 51,435 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,339,991 | 53,653 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,739,565 | 52,163 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,425,315 | 52,255 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,357,632 | 52,202 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,295,046 | 52,156 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,285,584 | 54,978 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,134,716 | 176,457 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $14,177,991 | 172,063 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $15,953,039 | 191,974 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,426,542 | 187,443 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,217,057 | 189,060 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,209,596 | 221,630 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,812,127 | 208,930 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,459,970 | 250,327 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||