Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,508
+$16,035 QoQ
Shares Held
271
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,393
of 1,577 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dunhill Financial, LLC holds $120,392 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
271 | $61,508 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,049 | $50,016 | |
| 3 | VTR |
Ventas, Inc.
|
57 | $5,061 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
67 | $1,351 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
57 | $1,219 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
11 | $443 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
8 | $417 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
12 | $234 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,508 | 271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $45,473 | 230 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,391 | 223 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $33,312 | 187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,747 | 187 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,087 | 105 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $16,131 | 128 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,443 | 105 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,193 | 69 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,353 | 68 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,500 | 61 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||