Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,819
-$77,720 QoQ
Shares Held
898
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,292
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026HARMONY ASSET MANAGEMENT LLC holds $203,819 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
|
898 | $203,819 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,819 | 898 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $281,539 | 1,424 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,914 | 1,368 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $240,667 | 1,351 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $207,689 | 1,351 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,986 | 1,351 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||