Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,109,202
+$232,556 QoQ
Shares Held
4,887
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#709
of 1,554 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. WELL ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
This page
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,202 | 4,887 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $876,646 | 4,434 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $781,046 | 4,208 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $600,688 | 3,372 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $547,432 | 3,561 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $374,445 | 2,444 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $179,844 | 1,427 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $112,794 | 881 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $98,829 | 948 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $96,056 | 1,028 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $84,218 | 934 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $86,753 | 1,059 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $107,826 | 1,333 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $175,998 | 2,455 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $374,224 | 5,709 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $423,482 | 6,584 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $531,898 | 6,459 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $429,361 | 4,466 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $382,791 | 4,463 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $441,004 | 5,352 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $476,994 | 5,740 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $412,159 | 5,754 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $287,365 | 4,447 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $293,905 | 5,335 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $286,488 | 5,536 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $315,378 | 6,889 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||