Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$407,184
+$105,677 QoQ
Shares Held
1,794
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,002
of 1,581 holders
Holding Since
Mar 2020
22 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, 2026Focused Wealth Management, Inc holds $1,632,135 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
23,489 | $1,224,951 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,794 | $407,184 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,184 | 1,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $301,507 | 1,525 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $252,615 | 1,361 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $242,270 | 1,360 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $208,765 | 1,358 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $313,008 | 2,043 | Shares | Sole | 2025-05-01 | |
| 2023-12-31 | $53,470 | 593 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $48,496 | 592 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $47,805 | 591 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,297 | 590 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $38,608 | 589 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $37,820 | 588 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $48,339 | 587 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $56,338 | 586 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $50,175 | 585 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $48,121 | 584 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $48,447 | 583 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $41,760 | 583 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $37,608 | 582 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $38,122 | 692 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $35,759 | 691 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $36,624 | 800 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||