Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,590,043
+$1,799,152 QoQ
Shares Held
24,629
+28.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#428
of 1,580 holders
Holding Since
Mar 2022
17 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, 2026BENJAMIN EDWARDS INC holds $9,884,335 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
24,629 | $5,590,043 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
79,155 | $3,193,904 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,104 | $474,772 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
14,246 | $304,864 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
5,151 | $245,599 | |
| 6 | MPT |
Medical Properties Trust Inc
|
16,267 | $75,153 |
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,590,043 | 24,629 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,790,891 | 19,174 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,110,452 | 16,758 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,426,978 | 13,624 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $2,007,406 | 13,058 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,743,222 | 11,378 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,814,249 | 22,330 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,525,006 | 19,722 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,521,007 | 14,590 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $490,186 | 5,246 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $477,450 | 5,295 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $477,020 | 5,823 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $422,892 | 5,228 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $222,239 | 3,100 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $38,150 | 582 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $145,556 | 2,263 | Shares | Defined | 2022-10-28 | |
| 2022-03-31 | $6,345 | 66 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||