Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$310,948
New position
Shares Held
1,370
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,097
of 1,581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026McGowan Group Asset Management, Inc. holds $14,610,609 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
299,909 | $14,299,661 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,370 | $310,948 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,948 | 1,370 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||