Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$425,114
+$57,967 QoQ
Shares Held
1,873
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#992
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Prosperity Financial Group, Inc. holds $425,114 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
|
1,873 | $425,114 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,114 | 1,873 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $367,147 | 1,857 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $361,568 | 1,948 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $346,838 | 1,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $295,930 | 1,925 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $294,776 | 1,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,851 | 1,919 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $245,433 | 1,917 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||