Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,165,490
+$150,250 QoQ
Shares Held
5,135
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#706
of 1,580 holders
Holding Since
Jun 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, 2026Sara-Bay Financial holds $1,165,490 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
|
5,135 | $1,165,490 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,490 | 5,135 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,015,240 | 5,135 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $953,107 | 5,135 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $918,489 | 5,156 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $791,094 | 5,146 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $816,456 | 5,329 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $667,959 | 5,300 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $685,216 | 5,352 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $626,229 | 6,007 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $500,090 | 5,352 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $466,088 | 5,169 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $423,444 | 5,169 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $434,541 | 5,372 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $397,664 | 5,547 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $457,145 | 6,974 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $448,567 | 6,974 | Shares | Sole | 2022-10-18 | |
| 2022-03-31 | $608,950 | 6,334 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $537,863 | 6,271 | Shares | Sole | 2022-01-14 | |
| 2021-06-30 | $434,613 | 5,230 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $300,487 | 4,195 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $251,888 | 3,898 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $207,028 | 3,758 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $198,099 | 3,828 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||