Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,371
+$3,658 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,455
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026SFAM, LLC holds $30,511 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
125 | $28,371 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
100 | $2,140 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,371 | 125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,713 | 125 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $23,201 | 125 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||