Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$350,668
+$44,812 QoQ
Shares Held
1,545
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,052
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, 2026Onyx Bridge Wealth Group LLC holds $503,188 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,545 | $350,668 | |
| 2 | DHC |
Diversified Healthcare Trust
|
16,400 | $152,520 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,668 | 1,545 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $305,856 | 1,547 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $280,827 | 1,513 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $269,882 | 1,515 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $224,292 | 1,459 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $227,516 | 1,485 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||