Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$54,699
+$13,774 QoQ
Shares Held
241
+16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,401
of 1,577 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Hughes Financial Services, LLC holds $81,722 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
241 | $54,699 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
988 | $21,143 | |
| 3 | VTR |
Ventas, Inc.
|
47 | $4,173 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
15 | $715 | |
| 5 | NHI |
National Health Investors Inc
|
6 | $457 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
4 | $208 | |
| 7 | XRN |
Chiron Real Estate Inc.
|
4 | $150 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
2 | $80 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,699 | 241 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $40,925 | 207 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $37,678 | 203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,162 | 203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,746 | 200 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $31,101 | 203 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||