Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$217,437
+$71,240 QoQ
Shares Held
958
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,250
of 1,581 holders
Holding Since
Mar 2022
15 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, 2026Beacon Capital Management, LLC holds $981,723 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (22.1% of the industry book) .
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,437 | 958 | Shares | Sole | 2026-07-29 | |
| 2025-06-30 | $146,197 | 951 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $158,265 | 1,033 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $129,684 | 1,029 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $203,823 | 1,592 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $143,865 | 1,380 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $125,863 | 1,347 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $79,078 | 877 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $80,034 | 977 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $79,028 | 977 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $73,839 | 1,030 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $74,921 | 1,143 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $55,634 | 865 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $71,231 | 865 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $83,159 | 865 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||