Position in WELL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,196,585
+$133,499 QoQ
Shares Held
5,272
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#700
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STABLEFORD CAPITAL II LLC holds $1,196,585 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
|
5,272 | $1,196,585 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,585 | 5,272 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,063,086 | 5,377 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,001,180 | 5,394 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,006,312 | 5,649 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $867,037 | 5,640 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $877,127 | 5,725 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||