Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,716
+$1,785 QoQ
Shares Held
34
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,515
of 1,580 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $11,487 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (67.2% of the industry book) .
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,716 | 34 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,931 | 30 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,568 | 30 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,344 | 30 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,611 | 30 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,596 | 30 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,780 | 30 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,840 | 30 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,336 | 32 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,429 | 26 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,983 | 22 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,802 | 22 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,779 | 22 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,290 | 18 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $589 | 9 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,157 | 18 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $741 | 9 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $865 | 9 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $771 | 9 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $741 | 9 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $747 | 9 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $644 | 9 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $581 | 9 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $495 | 9 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||