Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,269
+$292 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,548
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026JDM Financial Group LLC holds $2,269 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
|
10 | $2,269 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269 | 10 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,977 | 10 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $1,856 | 10 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,781 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,537 | 10 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,532 | 10 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,260 | 10 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,280 | 10 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||