Position in WELL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$44,635
+$5,884 QoQ
Shares Held
196
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,419
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $140,805 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,083 | $96,170 | |
| 2 | WELL |
Welltower Inc.
This page
|
196 | $44,635 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,635 | 196 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $38,751 | 196 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $36,379 | 196 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $34,915 | 196 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $30,131 | 196 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $28,956 | 189 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $23,693 | 188 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||