Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$369,961
+$73,792 QoQ
Shares Held
1,630
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,038
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, 2026Forum Financial Management, LP holds $600,970 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,630 | $369,961 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
4,845 | $231,009 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,961 | 1,630 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $296,169 | 1,498 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $288,809 | 1,556 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||