Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,228,134
+$215,859 QoQ
Shares Held
5,411
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#698
of 1,581 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,734,526 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,411 | $1,228,134 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
20,066 | $1,046,441 | |
| 3 | VTR |
Ventas, Inc.
|
6,532 | $580,041 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
7,451 | $355,263 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
15,928 | $340,859 | |
| 6 | MPT |
Medical Properties Trust Inc
|
39,781 | $183,788 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,228,134 | 5,411 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,012,275 | 5,120 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,225,211 | 6,601 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,095,739 | 6,151 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $757,120 | 4,925 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $610,695 | 3,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $447,280 | 3,549 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $305,863 | 2,389 | Shares | Sole | 2024-10-16 | |
| 2020-12-31 | $69,078 | 1,069 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||