Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,282,607
+$165,348 QoQ
Shares Held
5,651
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#689
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026CVFG LLC holds $1,282,607 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
|
5,651 | $1,282,607 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,607 | 5,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,117,259 | 5,651 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||