Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$214,032
+$8,612 QoQ
Shares Held
943
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,269
of 1,589 holders
Holding Since
Mar 2020
8 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, 2026Phocas Financial Corp. holds $5,642,076 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCT |
Community Healthcare Trust Inc
|
296,939 | $5,428,044 | |
| 2 | WELL |
Welltower Inc.
This page
|
943 | $214,032 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,032 | 943 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $205,420 | 1,039 | Shares | Sole | 2026-05-01 | |
| 2025-06-30 | $205,075 | 1,334 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $207,446 | 1,354 | Shares | Sole | 2025-05-09 | |
| 2022-12-31 | $27,858 | 425 | Shares | Sole | 2023-01-11 | |
| 2020-09-30 | $724,653 | 13,154 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $701,264 | 13,551 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $616,107 | 13,458 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||