Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,439,670
+$185,398 QoQ
Shares Held
6,343
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#663
of 1,586 holders
Holding Since
Sep 2024
8 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, 2026Summit Financial, LLC holds $5,650,890 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
225,883 | $2,100,711 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
33,893 | $1,616,018 | |
| 3 | WELL |
Welltower Inc.
This page
|
6,343 | $1,439,670 | |
| 4 | VTR |
Ventas, Inc.
|
2,574 | $228,571 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
10,658 | $214,971 | |
| 6 | MPT |
Medical Properties Trust Inc
|
11,028 | $50,949 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,670 | 6,343 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,254,272 | 6,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,128,880 | 6,082 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,053,519 | 5,914 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $893,325 | 5,811 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $723,917 | 4,725 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $543,819 | 4,315 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $317,002 | 2,476 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||