Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,532,274
+$128,731 QoQ
Shares Held
6,751
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#646
of 1,581 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BRIGHTON JONES LLC holds $5,081,032 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
18,737 | $1,663,845 | |
| 2 | WELL |
Welltower Inc.
This page
|
6,751 | $1,532,274 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
18,407 | $877,645 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
25,674 | $517,844 | |
| 5 | MPT |
Medical Properties Trust Inc
|
61,010 | $281,866 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
9,699 | $207,558 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,274 | 6,751 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,403,543 | 7,099 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $1,233,263 | 6,923 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $824,761 | 5,365 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $647,005 | 4,223 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $527,435 | 4,185 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $500,085 | 3,906 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $407,617 | 3,910 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $273,592 | 2,928 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $261,312 | 2,898 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $245,760 | 3,000 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $239,596 | 2,962 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||