Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$269,413
-$297,821 QoQ
Shares Held
1,187
-86.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,148
of 1,586 holders
Holding Since
Jun 2020
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, 2026Symphony Financial, Ltd. Co. holds $1,133,759 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
40,390 | $864,346 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,187 | $269,413 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,413 | 1,187 | Shares | Sole | 2026-08-04 | |
| 2020-12-31 | $567,234 | 8,778 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $551,450 | 10,010 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $507,098 | 9,799 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||