Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,672,434
+$477,604 QoQ
Shares Held
24,992
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#427
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026First Pacific Financial holds $5,673,461 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
24,992 | $5,672,434 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
48 | $1,027 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,672,434 | 24,992 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,194,830 | 26,275 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,809,593 | 31,300 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,927,964 | 33,277 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,881,528 | 25,249 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,507 | 49 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||