Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,435,615
+$313,989 QoQ
Shares Held
10,731
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#562
of 1,581 holders
Holding Since
Mar 2021
22 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, 2026Welch Group, LLC holds $2,674,094 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
10,731 | $2,435,615 | |
| 2 | MPT |
Medical Properties Trust Inc
|
51,619 | $238,479 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,435,615 | 10,731 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,121,626 | 10,731 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,991,780 | 10,731 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,906,632 | 10,703 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,645,372 | 10,703 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,639,347 | 10,700 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,348,521 | 10,700 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,369,921 | 10,700 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,115,475 | 10,700 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $999,808 | 10,700 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $964,819 | 10,700 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $876,544 | 10,700 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,083,926 | 13,400 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $960,646 | 13,400 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $878,370 | 13,400 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $897,778 | 13,958 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,116,913 | 13,563 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,303,946 | 13,563 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,149,318 | 13,400 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,110,340 | 13,475 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,127,667 | 13,570 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $959,842 | 13,400 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||