Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$874,288
+$114,489 QoQ
Shares Held
3,852
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#782
of 1,580 holders
Holding Since
Dec 2020
23 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, 2026Southland Equity Partners LLC holds $1,354,282 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,852 | $874,288 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
10,067 | $479,994 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,288 | 3,852 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $759,799 | 3,843 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $732,602 | 3,947 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $697,952 | 3,918 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $601,238 | 3,911 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $654,972 | 4,275 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $550,499 | 4,368 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $470,638 | 3,676 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $388,018 | 3,722 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $430,945 | 4,612 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $395,124 | 4,382 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $364,953 | 4,455 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $357,857 | 4,424 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $275,002 | 3,836 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $250,138 | 3,816 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $241,650 | 3,757 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $315,565 | 3,832 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $368,408 | 3,832 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $324,382 | 3,782 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $326,880 | 3,967 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $319,270 | 3,842 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $268,039 | 3,742 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $242,001 | 3,745 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||