Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$483,203
+$78,388 QoQ
Shares Held
2,444
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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 Mar 31, 2026Larson Financial Group LLC holds $2,022,266 across 14 REIT - Healthcare Facilities names. WELL ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
44,374 | $1,050,776 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,444 | $483,203 | |
| 3 | VTR |
Ventas, Inc.
|
3,095 | $253,109 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,427 | $106,351 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
615 | $29,003 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,264 | $24,306 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
550 | $22,258 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
1,258 | $20,668 |
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,203 | 2,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,815 | 2,181 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $360,377 | 2,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,424 | 1,642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $227,516 | 1,485 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $80,155 | 636 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $81,427 | 636 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $37,376 | 400 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $99,187 | 1,100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $90,357 | 1,103 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $19,665 | 300 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $19,296 | 300 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $24,705 | 300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $28,842 | 300 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $25,731 | 300 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $24,720 | 300 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $24,930 | 300 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $21,489 | 300 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||