Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$261,696
+$33,737 QoQ
Shares Held
1,153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,157
of 1,580 holders
Holding Since
Mar 2020
13 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, 2026Bedel Financial Consulting, Inc. holds $261,696 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
|
1,153 | $261,696 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,696 | 1,153 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $227,959 | 1,153 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $214,008 | 1,153 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $205,395 | 1,153 | Shares | Sole | 2025-11-07 | |
| 2022-03-31 | $110,849 | 1,153 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $98,892 | 1,153 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $95,172 | 1,155 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $95,980 | 1,155 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $73,922 | 1,032 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $66,687 | 1,032 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $56,852 | 1,032 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,173 | 42 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,922 | 42 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||