Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$94,418
+$15,138 QoQ
Shares Held
416
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,355
of 1,577 holders
Holding Since
Sep 2025
4 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $105,518 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
416 | $94,418 | |
| 2 | VTR |
Ventas, Inc.
|
125 | $11,100 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,418 | 416 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $79,280 | 401 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $47,701 | 257 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,809 | 27 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||