Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$476,183
+$76,612 QoQ
Shares Held
2,098
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#951
of 1,580 holders
Holding Since
Mar 2022
10 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SNS Financial Group, LLC holds $547,095 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,098 | $476,183 | |
| 2 | MPT |
Medical Properties Trust Inc
|
15,349 | $70,912 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,183 | 2,098 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $399,571 | 2,021 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $371,220 | 2,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $356,280 | 2,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $307,460 | 2,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $306,420 | 2,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $252,060 | 2,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $269,759 | 2,107 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $219,654 | 2,107 | Shares | Sole | 2024-07-25 | |
| 2022-03-31 | $202,566 | 2,107 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||