Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,254
+$36,541 QoQ
Shares Held
1,411
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,088
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026FourThought Financial Partners, LLC holds $320,254 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
|
1,411 | $320,254 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,254 | 1,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $283,713 | 1,435 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $256,698 | 1,383 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $258,837 | 1,453 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $222,293 | 1,446 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $223,226 | 1,457 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||