Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$867,252
+$129,003 QoQ
Shares Held
3,821
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#784
of 1,581 holders
Holding Since
Jun 2023
13 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, 2026HBK Sorce Advisory LLC holds $867,252 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
|
3,821 | $867,252 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,252 | 3,821 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $738,249 | 3,734 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $628,104 | 3,384 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $599,262 | 3,364 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $504,080 | 3,279 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $478,934 | 3,126 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,449 | 3,106 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $378,072 | 2,953 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $303,263 | 2,909 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $268,266 | 2,871 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $247,696 | 2,747 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $223,559 | 2,729 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $214,439 | 2,651 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||