Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$454,620
+$65,132 QoQ
Shares Held
2,003
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#971
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Hardy Reed LLC holds $454,620 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
|
2,003 | $454,620 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,620 | 2,003 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $389,488 | 1,970 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $371,220 | 2,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $318,870 | 1,790 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $241,817 | 1,573 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||