SFMG, LLC

Position in WELL — Welltower Inc.

CIK 1512026 PLANO, TX

Position in WELL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$707,465

+$92,587 QoQ

Shares Held

3,117

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#836

of 1,586 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SFMG, LLC holds $707,465 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	3,117	$707,465

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,465	3,117	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$614,878	3,110	-4.4%	Shares	Sole	2026-05-12
2025-12-31	$603,789	3,253	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$592,849	3,328	+1.2%	Shares	Sole	2025-11-13
2025-06-30	$505,617	3,289	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$512,334	3,344	+1.4%	Shares	Sole	2025-05-09
2024-12-31	$415,772	3,299	-0.1%	Shares	Sole	2025-02-11
2024-09-30	$422,627	3,301	-1.6%	Shares	Sole	2024-11-25
2024-06-30	$349,654	3,354	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$319,191	3,416	-2.5%	Shares	Sole	2024-05-07
2023-12-31	$315,955	3,504	+2.9%	Shares	Sole	2024-01-30
2023-09-30	$278,855	3,404	-12.8%	Shares	Sole	2023-11-06
2023-06-30	$315,632	3,902	0.0%	Shares	Sole	2023-08-14
2023-03-31	$279,734	3,902	+2.8%	Shares	Sole	2023-05-01
2022-12-31	$248,696	3,794	0.0%	Shares	Sole	2023-01-25
2022-09-30	$244,030	3,794	0.0%	Shares	Sole	2022-10-20
2022-06-30	$312,435	3,794	-4.2%	Shares	Sole	2022-08-08
2022-03-31	$380,618	3,959	+5.0%	Shares	Sole	2022-04-21
2021-12-31	$323,267	3,769	+6.8%	Shares	Sole	2022-01-31
2021-09-30	$290,789	3,529	+10.0%	Shares	Sole	2021-11-01
2021-06-30	$266,667	3,209	0.0%	Shares	Sole	2021-08-06
2021-03-31	$229,860	3,209	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.