Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,340,938
+$240,089 QoQ
Shares Held
5,908
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#678
of 1,580 holders
Holding Since
Sep 2023
12 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, 2026SYON CAPITAL LLC holds $3,288,270 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (40.8% of the industry book) .
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,938 | 5,908 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,100,849 | 5,568 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,016,585 | 5,477 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $971,219 | 5,452 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $742,669 | 4,831 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $673,817 | 4,398 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $555,288 | 4,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $580,231 | 4,532 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $470,376 | 4,512 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $405,155 | 4,336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $377,361 | 4,185 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $278,528 | 3,400 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||