Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,255
New position
Shares Held
1,107
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,176
of 1,581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026VICTORY FINANCIAL GROUP, LLC holds $1,070,975 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
88,142 | $819,720 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,107 | $251,255 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,255 | 1,107 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||