Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,716
+$994 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,518
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $51,673 across 8 REIT - Healthcare Facilities names. WELL ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
290 | $25,752 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
480 | $9,681 | |
| 3 | WELL |
Welltower Inc.
This page
|
34 | $7,716 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
135 | $2,889 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
67 | $2,703 | |
| 6 | NHI |
National Health Investors Inc
|
15 | $1,143 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
56 | $1,092 | |
| 8 | MPT |
Medical Properties Trust Inc
|
151 | $697 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,716 | 34 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,722 | 34 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,083 | 22 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,919 | 22 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,382 | 22 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,370 | 22 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,772 | 22 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,816 | 22 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,085 | 20 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,868 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,803 | 20 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||