Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,121
+$3,015 QoQ
Shares Held
49
+19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,504
of 1,581 holders
Holding Since
Sep 2020
10 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $36,873 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (30.2% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,121 | 49 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,106 | 41 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,155 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,315 | 13 | Shares | Sole | 2025-11-12 | |
| 2021-12-31 | $2,144 | 25 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,060 | 25 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,077 | 25 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,790 | 25 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $24,684 | 382 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $21,044 | 382 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||