Position in WELL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$800,523
+$107,550 QoQ
Shares Held
3,527
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#801
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Stonebridge Financial Group, LLC holds $800,523 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
|
3,527 | $800,523 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,523 | 3,527 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $692,973 | 3,505 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $649,078 | 3,497 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $618,858 | 3,474 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $533,289 | 3,469 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $529,646 | 3,457 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $435,055 | 3,452 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||