Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,160
+$68,517 QoQ
Shares Held
970
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,244
of 1,581 holders
Holding Since
Sep 2025
3 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, 2026Turning Point Benefit Group, Inc. holds $1,261,062 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
21,831 | $1,040,902 | |
| 2 | WELL |
Welltower Inc.
This page
|
970 | $220,160 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,160 | 970 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $151,643 | 817 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $126,657 | 711 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||