Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$721,083
+$130,524 QoQ
Shares Held
3,177
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#826
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026FWG Holdings, LLC holds $721,083 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
|
3,177 | $721,083 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,083 | 3,177 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $590,559 | 2,987 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $518,965 | 2,796 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||