Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,420
+$3,475 QoQ
Shares Held
112
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,463
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $48,354 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
112 | $25,420 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
481 | $22,934 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,420 | 112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,945 | 111 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,602 | 111 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,595 | 110 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,910 | 110 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,699 | 109 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,737 | 109 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||