Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$471,416
+$54,446 QoQ
Shares Held
2,077
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#950
of 1,577 holders
Holding Since
Sep 2023
12 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, 2026Monument Capital Management holds $709,755 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,077 | $471,416 | |
| 2 | VTR |
Ventas, Inc.
|
2,684 | $238,339 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,416 | 2,077 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $416,970 | 2,109 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $411,682 | 2,218 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $519,990 | 2,919 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $502,082 | 3,266 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $528,114 | 3,447 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $494,163 | 3,921 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $517,881 | 4,045 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $459,846 | 4,411 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $436,458 | 4,671 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $439,308 | 4,872 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $420,741 | 5,136 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||