Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,442,167
+$206,085 QoQ
Shares Held
6,354
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#659
of 1,580 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, 2026Texas Yale Capital Corp. holds $3,888,067 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (37.1% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,167 | 6,354 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,236,082 | 6,252 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,162,846 | 6,265 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,069,196 | 6,002 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $889,942 | 5,789 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $878,046 | 5,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $720,135 | 5,714 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $709,926 | 5,545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $548,563 | 5,262 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $469,816 | 5,028 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $441,291 | 4,894 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $400,588 | 4,890 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $385,036 | 4,760 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $340,885 | 4,755 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $311,362 | 4,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $305,198 | 4,745 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $390,339 | 4,740 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $455,319 | 4,736 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $526,799 | 6,142 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $505,771 | 6,138 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $509,652 | 6,133 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $465,165 | 6,494 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $419,319 | 6,489 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $553,819 | 10,053 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $520,708 | 10,062 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $448,415 | 9,795 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||