Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$880,870
+$93,787 QoQ
Shares Held
3,881
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#780
of 1,580 holders
Holding Since
Mar 2023
14 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, 2026Gallagher Fiduciary Advisors, LLC holds $1,474,266 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,881 | $880,870 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
30,415 | $593,396 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,870 | 3,881 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $787,083 | 3,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,213,889 | 6,540 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,121,747 | 6,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,354,822 | 8,813 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,452,124 | 9,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,180,270 | 9,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,140,363 | 8,907 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $973,173 | 9,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $766,021 | 8,198 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $710,719 | 7,882 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $688,865 | 8,409 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $706,978 | 8,740 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $717,401 | 10,007 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||