Position in WELL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,175,734
+$15,160 QoQ
Shares Held
9,586
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#582
of 1,580 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, 2026RDA Financial Network holds $2,412,469 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
9,586 | $2,175,734 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
11,737 | $236,735 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,734 | 9,586 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,160,574 | 10,928 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,980,458 | 10,670 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,267,544 | 12,729 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,004,639 | 13,040 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,117,515 | 13,821 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,857,178 | 14,736 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,970,509 | 15,391 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,684,784 | 16,161 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,500,366 | 16,057 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,444,884 | 16,024 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,065,861 | 13,011 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,060,548 | 13,111 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $968,890 | 13,515 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $885,908 | 13,515 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,017,606 | 15,821 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,284,660 | 15,600 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,503,245 | 15,636 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,353,364 | 15,779 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,382,754 | 16,781 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,479,429 | 17,803 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,293,709 | 18,061 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,200,316 | 18,575 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,048,638 | 19,035 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $969,122 | 18,727 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $809,390 | 17,680 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||