Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$300,281
+$37,723 QoQ
Shares Held
1,323
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,107
of 1,580 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, 2026Bogart Wealth, LLC holds $1,039,797 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
10,694 | $509,889 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,323 | $300,281 | |
| 3 | VTR |
Ventas, Inc.
|
2,012 | $178,665 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
2,121 | $45,389 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
165 | $5,009 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
28 | $564 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,281 | 1,323 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $262,558 | 1,328 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $290,850 | 1,567 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $279,145 | 1,567 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $238,742 | 1,553 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $233,798 | 1,526 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $191,439 | 1,519 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $194,477 | 1,519 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $158,355 | 1,519 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $315,546 | 3,377 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $304,504 | 3,377 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $276,643 | 3,377 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $273,731 | 3,384 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $242,598 | 3,384 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $221,821 | 3,384 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $217,658 | 3,384 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $281,966 | 3,424 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $338,797 | 3,524 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $187,664 | 2,188 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $180,291 | 2,188 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $200,520 | 2,413 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $174,920 | 2,442 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $71,469 | 1,106 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $36,359 | 660 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $36,018 | 696 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,561,372 | 34,106 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||