Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,301,021
+$245,628 QoQ
Shares Held
10,138
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#575
of 1,581 holders
Holding Since
Mar 2023
14 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, 2026Everhart Financial Group, Inc. holds $2,301,021 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
|
10,138 | $2,301,021 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,021 | 10,138 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,055,393 | 10,396 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,658,982 | 8,938 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,526,481 | 8,569 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,128,224 | 7,339 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $991,881 | 6,474 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $764,876 | 6,069 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $757,553 | 5,917 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $543,663 | 5,215 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $454,959 | 4,869 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $373,844 | 4,146 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $290,570 | 3,547 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $262,326 | 3,243 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $204,818 | 2,857 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||