Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$436,917
+$54,546 QoQ
Shares Held
1,925
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#987
of 1,581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 68%
Shared 22%
None 9%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Gryphon Financial Partners LLC holds $436,917 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
|
1,925 | $436,917 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,917 | 1,925 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $382,371 | 1,934 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||