Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$303,912
+$52,030 QoQ
Shares Held
1,339
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,104
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026BEACON FINANCIAL GROUP holds $593,582 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,339 | $303,912 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
13,536 | $289,670 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,912 | 1,339 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $251,882 | 1,274 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,940 | 1,255 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $222,675 | 1,250 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||