Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,907,909
+$212,744 QoQ
Shares Held
8,406
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#606
of 1,580 holders
Holding Since
Mar 2020
25 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, 2026Sigma Planning Corp holds $7,909,989 across 8 REIT - Healthcare Facilities names. WELL ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
24,332 | $2,160,681 | |
| 2 | WELL |
Welltower Inc.
This page
|
8,406 | $1,907,909 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
82,922 | $1,774,530 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
15,043 | $717,250 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
12,354 | $644,261 | |
| 6 | 13,824 | $419,696 | |||
| 7 | LTC |
Ltc Properties Inc
|
5,317 | $204,438 | |
| 8 | MPT |
Medical Properties Trust Inc
|
17,581 | $81,224 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,907,909 | 8,406 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,695,165 | 8,574 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $902,807 | 4,864 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,476,602 | 8,289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,489,797 | 9,691 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,377,511 | 8,991 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $790,964 | 6,276 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $707,237 | 5,524 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $216,423 | 2,076 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $251,727 | 2,694 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $309,575 | 3,779 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $285,541 | 3,530 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $331,207 | 4,620 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $252,433 | 3,851 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $451,848 | 7,025 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $653,529 | 7,936 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $798,250 | 8,303 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $768,499 | 8,960 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $748,933 | 9,089 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $722,388 | 8,693 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $723,677 | 10,103 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $592,306 | 9,166 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $547,429 | 9,937 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $528,781 | 10,218 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $466,269 | 10,185 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||