Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,477,980
+$458,287 QoQ
Shares Held
32,947
-7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#391
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $7,477,980 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
|
32,947 | $7,477,980 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,477,980 | 32,947 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,019,693 | 35,505 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,590,268 | 35,506 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,351,403 | 35,654 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,517,677 | 35,892 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,538,235 | 36,148 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,567,705 | 36,243 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,648,897 | 36,311 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,824,619 | 36,687 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,429,248 | 36,700 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,353,422 | 37,190 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,047,751 | 37,204 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,082,637 | 38,109 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,841,791 | 39,640 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,631,570 | 40,146 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,774,378 | 43,134 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,337,868 | 52,676 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,256,839 | 54,679 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,970,371 | 57,950 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,956,277 | 60,149 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,352,221 | 64,407 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,590,265 | 64,083 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $4,276,228 | 66,175 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,796,196 | 68,909 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,919,907 | 75,747 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,590,754 | 78,435 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||