Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$396,970
+$46,826 QoQ
Shares Held
1,749
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,006
of 1,577 holders
Holding Since
Mar 2020
11 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, 2026Sowell Financial Services LLC holds $677,844 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,749 | $396,970 | |
| 2 | VTR |
Ventas, Inc.
|
3,163 | $280,874 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,970 | 1,749 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $350,144 | 1,771 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $321,476 | 1,732 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $223,387 | 1,254 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $206,766 | 1,345 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,137 | 1,476 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $117,473 | 1,640 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $106,752 | 1,652 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $119,820 | 2,175 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $132,014 | 2,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $137,935 | 3,013 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||