Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$453,940
+$58,520 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#972
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026C2C Wealth Management, LLC holds $1,279,280 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
17,310 | $825,340 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,000 | $453,940 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,940 | 2,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $395,420 | 2,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $371,220 | 2,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $356,280 | 2,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,460 | 2,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $306,420 | 2,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $252,060 | 2,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $256,060 | 2,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,500 | 2,000 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||