FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in WELL — Welltower Inc.
CIK 1342396
TOWSON, MD
Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$305,501
+$16,449 QoQ
Shares Held
1,346
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,102
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $305,501 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
|
1,346 | $305,501 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,501 | 1,346 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $289,052 | 1,462 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $290,294 | 1,564 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $263,112 | 1,477 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $242,278 | 1,576 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $237,322 | 1,549 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||