Position in WELL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$48,241
+$2,953 QoQ
Shares Held
244
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $1,899,939 across 10 REIT - Healthcare Facilities names. WELL ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
339,768 | $1,573,125 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
7,560 | $124,210 | |
| 3 | VTR |
Ventas, Inc.
|
1,269 | $103,778 | |
| 4 | WELL |
Welltower Inc.
This page
|
244 | $48,241 | |
| 5 | LTC |
Ltc Properties Inc
|
795 | $29,542 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
835 | $19,772 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
18 | $788 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
15 | $238 |
All Filings in WELL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,241 | 244 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $45,288 | 244 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $36,696 | 206 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $34,742 | 226 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,304 | 126 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $28,482 | 226 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $26,758 | 209 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $37,008 | 355 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $32,984 | 353 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $31,559 | 350 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $28,508 | 348 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $27,907 | 345 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $24,589 | 343 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||