Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,681,859
+$1,253,087 QoQ
Shares Held
42,657
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
9.16%
of 13F equity value
Holder Rank
#353
of 1,581 holders
Holding Since
Jun 2024
9 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, 2026BEACON FINANCIAL PLANNING, INC holds $9,681,859 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
|
42,657 | $9,681,859 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,681,859 | 42,657 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,428,772 | 42,632 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,576,838 | 30,046 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,009,118 | 28,119 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,192,985 | 27,275 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,273,486 | 27,893 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,291,021 | 26,113 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,718,418 | 13,422 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $241,964 | 2,321 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||