Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$314,126
+$44,055 QoQ
Shares Held
1,384
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,092
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Concorde Asset Management, LLC holds $1,045,056 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
158,210 | $730,930 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,384 | $314,126 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,126 | 1,384 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $270,071 | 1,366 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $268,020 | 1,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,359 | 1,484 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||