Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$556,076
+$71,687 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#901
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026bLong Financial, LLC holds $556,076 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
|
2,450 | $556,076 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,076 | 2,450 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $484,389 | 2,450 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $454,744 | 2,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $436,443 | 2,450 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $376,638 | 2,450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $375,364 | 2,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $308,773 | 2,450 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||