Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$23,831
+$3,072 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,461
of 1,577 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $3,851,686 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
174,701 | $3,738,601 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
832 | $43,388 | |
| 3 | WELL |
Welltower Inc.
This page
|
105 | $23,831 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
1,161 | $23,417 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
460 | $21,932 | |
| 6 | MPT |
Medical Properties Trust Inc
|
112 | $517 |
All Filings in WELL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,831 | 105 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,759 | 105 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,489 | 105 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,704 | 105 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,141 | 105 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,087 | 105 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,131 | 128 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $16,387 | 128 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,344 | 128 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,960 | 128 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $11,541 | 128 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $10,485 | 128 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,353 | 128 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,176 | 128 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,390 | 128 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,232 | 128 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,540 | 128 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,825 | 123 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,549 | 123 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $10,135 | 123 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,221 | 123 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,884 | 138 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $8,917 | 138 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||