Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$386,529
+$73,357 QoQ
Shares Held
1,703
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,015
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Cooper Financial Group holds $386,529 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
|
1,703 | $386,529 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,529 | 1,703 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $313,172 | 1,584 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $252,615 | 1,361 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $223,387 | 1,254 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||