McElhenny Sheffield Capital Management, LLC
Position in WELL — Welltower Inc.
CIK 1886813
DALLAS, TX
Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,075
-$60,398 QoQ
Shares Held
952
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,253
of 1,580 holders
Holding Since
Dec 2022
5 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, 2026McElhenny Sheffield Capital Management, LLC holds $216,075 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
|
952 | $216,075 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,075 | 952 | Shares | Sole | 2026-07-22 | |
| 2025-09-30 | $276,473 | 1,552 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $212,301 | 1,381 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $211,583 | 1,381 | Shares | Sole | 2025-04-16 | |
| 2022-12-31 | $39,330 | 600 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||