Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,273
New position
Shares Held
900
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,291
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ethos Financial Group, LLC holds $1,279,137 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
55,093 | $1,074,864 | |
| 2 | WELL |
Welltower Inc.
This page
|
900 | $204,273 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,273 | 900 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||