Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,407
New position
Shares Held
905
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,286
of 1,581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 35%
Shared 0%
None 65%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Meridian Wealth Management, LLC holds $444,855 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
5,022 | $239,448 | |
| 2 | WELL |
Welltower Inc.
This page
|
905 | $205,407 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,407 | 905 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||