Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$344,767
+$44,446 QoQ
Shares Held
1,519
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,062
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026Kohmann Bosshard Financial Services, LLC holds $344,767 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,519 | $344,767 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,767 | 1,519 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $300,321 | 1,519 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $281,941 | 1,519 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $270,594 | 1,519 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,515 | 1,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $232,725 | 1,519 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $191,817 | 1,522 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||