Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$367,464
+$45,395 QoQ
Shares Held
1,619
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,040
of 1,581 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, 2026Stonebrook Private Inc. holds $367,464 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
|
1,619 | $367,464 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,464 | 1,619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $322,069 | 1,629 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $293,078 | 1,579 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $277,007 | 1,555 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $234,284 | 1,524 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $231,193 | 1,509 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||