Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,553
+$11,923 QoQ
Shares Held
117
+58.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,457
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $139,734 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
2,084 | $63,269 | |
| 2 | WELL |
Welltower Inc.
This page
|
117 | $26,553 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
547 | $22,070 | |
| 4 | VTR |
Ventas, Inc.
|
126 | $11,188 | |
| 5 | LTC |
Ltc Properties Inc
|
175 | $6,728 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
116 | $6,049 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
40 | $1,907 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
59 | $1,190 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,553 | 117 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,630 | 74 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,579 | 57 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,220 | 63 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,072 | 33 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $612 | 4 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||