Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$281,442
+$38,061 QoQ
Shares Held
1,240
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,124
of 1,577 holders
Holding Since
Mar 2020
23 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, 2026Key Financial Inc holds $348,031 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,240 | $281,442 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,042 | $49,682 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
481 | $10,293 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
200 | $4,034 | |
| 5 | LTC |
Ltc Properties Inc
|
67 | $2,576 | |
| 6 | MPT |
Medical Properties Trust Inc
|
1 | $4 |
All Filings in WELL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,442 | 1,240 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,381 | 1,231 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $228,485 | 1,231 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $219,290 | 1,231 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $189,241 | 1,231 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $188,601 | 1,231 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $155,142 | 1,231 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $157,604 | 1,231 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $127,810 | 1,226 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $114,557 | 1,226 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $110,548 | 1,226 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $100,433 | 1,226 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $99,171 | 1,226 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $83,662 | 1,167 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $76,496 | 1,167 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $75,061 | 1,167 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $96,102 | 1,167 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $118,348 | 1,231 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $105,582 | 1,231 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $101,434 | 1,231 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $102,296 | 1,231 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,584 | 64 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $2,929 | 64 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||