Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,217,072
+$493,815 QoQ
Shares Held
14,174
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#519
of 1,577 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $6,277,493 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
14,174 | $3,217,072 | |
| 2 | VTR |
Ventas, Inc.
|
9,406 | $835,252 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,031 | $565,385 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
24,727 | $529,157 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
7,160 | $341,388 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
5,917 | $238,750 | |
| 7 | MPT |
Medical Properties Trust Inc
|
24,388 | $112,672 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
5,716 | $111,519 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,217,072 | 14,174 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,723,257 | 13,774 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,423,324 | 13,056 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,144,449 | 12,038 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,747,602 | 11,368 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,648,846 | 10,762 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,297,730 | 10,297 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,247,908 | 9,747 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $964,312 | 9,250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $851,051 | 9,108 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $769,240 | 8,531 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $652,738 | 7,968 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $576,260 | 7,124 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $466,128 | 6,502 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $380,255 | 5,801 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $261,332 | 4,063 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $267,719 | 3,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $363,216 | 3,778 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $225,660 | 2,631 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $210,696 | 2,557 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $233,095 | 2,805 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $139,463 | 1,947 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $114,829 | 1,777 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $98,666 | 1,791 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $79,436 | 1,535 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $146,038 | 3,190 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||