Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$421,029
+$55,661 QoQ
Shares Held
1,855
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#994
of 1,580 holders
Holding Since
Jun 2020
25 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, 2026Financial Management Professionals, Inc. holds $447,407 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,855 | $421,029 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
521 | $10,164 | |
| 3 | 197 | $5,980 | |||
| 4 | VTR |
Ventas, Inc.
|
51 | $4,528 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
165 | $3,531 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
19 | $905 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
16 | $645 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
12 | $625 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,029 | 1,855 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $365,368 | 1,848 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $60,323 | 325 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $57,895 | 325 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $50,423 | 328 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $50,252 | 328 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $39,825 | 316 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $40,713 | 318 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $31,483 | 302 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,707 | 136 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $15,869 | 176 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,172 | 173 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,243 | 139 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,889 | 124 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,867 | 59 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $10,098 | 157 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,411 | 90 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $6,056 | 63 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,688 | 43 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $3,543 | 43 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,573 | 43 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,080 | 43 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,778 | 43 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,368 | 43 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,225 | 43 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||