Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$152,296
New position
Shares Held
671
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,322
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $288,293 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
671 | $152,296 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
981 | $46,774 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
1,552 | $31,303 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
489 | $21,447 | |
| 5 | NHI |
National Health Investors Inc
|
175 | $13,345 | |
| 6 | VTR |
Ventas, Inc.
|
100 | $8,880 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
268 | $5,228 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
278 | $5,081 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,296 | 671 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||