Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,016,825
+$131,085 QoQ
Shares Held
4,480
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#291
of 795 holders
Holding Since
Sep 2021
20 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, 2026Joel Isaacson & Co., LLC holds $1,241,607 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,480 | $1,016,825 | |
| 2 | UHT |
Universal Health Realty Income Trust
|
5,125 | $224,782 |
All Filings in WELL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,825 | 4,480 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $885,740 | 4,480 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $831,532 | 4,480 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $783,281 | 4,397 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $675,950 | 4,397 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $673,664 | 4,397 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $554,153 | 4,397 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $562,947 | 4,397 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $458,387 | 4,397 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $410,855 | 4,397 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $396,477 | 4,397 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $360,202 | 4,397 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $355,673 | 4,397 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $315,220 | 4,397 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $288,223 | 4,397 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $286,031 | 4,447 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $366,210 | 4,447 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $427,534 | 4,447 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $377,130 | 4,397 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $362,312 | 4,397 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||