Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$73,765
-$8,284 QoQ
Shares Held
325
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,380
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, 2026Rossby Financial, LCC holds $1,474,663 across 10 REIT - Healthcare Facilities names. WELL ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
25,970 | $1,238,249 | |
| 2 | WELL |
Welltower Inc.
This page
|
325 | $73,765 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
3,033 | $59,173 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
1,645 | $35,203 | |
| 5 | VTR |
Ventas, Inc.
|
337 | $29,925 | |
| 6 | LTC |
Ltc Properties Inc
|
423 | $16,264 | |
| 7 | MPT |
Medical Properties Trust Inc
|
3,388 | $15,652 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
179 | $3,610 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,765 | 325 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $82,049 | 415 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,788 | 112 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,344 | 30 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||