Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,886,068
+$1,219,289 QoQ
Shares Held
34,745
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#384
of 1,580 holders
Holding Since
Jun 2023
13 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, 2026Merit Financial Group, LLC holds $26,076,727 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
164,865 | $8,597,709 | |
| 2 | WELL |
Welltower Inc.
This page
|
34,745 | $7,886,068 | |
| 3 | VTR |
Ventas, Inc.
|
44,209 | $3,925,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
52,386 | $2,497,762 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
79,458 | $1,700,398 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
34,495 | $695,763 | |
| 7 | MPT |
Medical Properties Trust Inc
|
78,871 | $364,381 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,599 | $206,784 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,886,068 | 34,745 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $6,666,779 | 33,720 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $5,961,234 | 32,117 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,281,314 | 29,647 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,283,071 | 27,861 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,874,068 | 25,286 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,094,918 | 24,557 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,569,049 | 20,066 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,121,974 | 29,947 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,786,661 | 29,823 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $321,095 | 3,561 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $287,703 | 3,512 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $221,962 | 2,744 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||