Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$251,482
-$84,229 QoQ
Shares Held
1,108
-34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,174
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Marshall Financial Group, LLC holds $251,482 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
|
1,108 | $251,482 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,482 | 1,108 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $335,711 | 1,698 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $544,394 | 2,933 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $665,531 | 3,736 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $644,128 | 4,190 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $795,006 | 5,189 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $621,958 | 4,935 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $653,593 | 5,105 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||