Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,815
+$234 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,556
of 1,580 holders
Holding Since
Jun 2025
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, 2026DecisionPoint Financial, LLC holds $2,081 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8 | $1,815 | |
| 2 | VTR |
Ventas, Inc.
|
3 | $266 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815 | 8 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,581 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,484 | 8 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,425 | 8 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,229 | 8 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||