Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$166,822
+$51,953 QoQ
Shares Held
735
+26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,317
of 1,580 holders
Holding Since
Sep 2021
19 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, 2026MCF Advisors LLC holds $762,732 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
7,682 | $366,277 | |
| 2 | MPT |
Medical Properties Trust Inc
|
39,345 | $181,773 | |
| 3 | WELL |
Welltower Inc.
This page
|
735 | $166,822 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
863 | $26,200 | |
| 5 | VTR |
Ventas, Inc.
|
189 | $16,783 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
250 | $4,877 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,822 | 735 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $114,869 | 581 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $104,312 | 562 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $93,167 | 523 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $76,865 | 500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $76,605 | 500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $66,039 | 524 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $67,087 | 524 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $55,044 | 528 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $49,336 | 528 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $47,249 | 524 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $42,926 | 524 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,941 | 24 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,720 | 24 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,573 | 24 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $900 | 14 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,152 | 14 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,345 | 14 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $1,153 | 14 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||