Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,697
+$2,926 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,468
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $29,117 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
100 | $22,697 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
300 | $6,420 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,697 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,771 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,561 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,814 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,373 | 100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,321 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,603 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,803 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,425 | 100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,344 | 100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,017 | 100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,192 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,604 | 230 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,488 | 230 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,076 | 230 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,793 | 230 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,940 | 230 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,112 | 230 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,727 | 230 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,952 | 230 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,113 | 230 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,474 | 230 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,862 | 230 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,509 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,902 | 230 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,529 | 230 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||