Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,486
+$31,802 QoQ
Shares Held
945
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,261
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, 2026AMERIFLEX GROUP, INC. holds $519,989 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
945 | $214,486 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
6,628 | $201,226 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,972 | $42,200 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
799 | $38,096 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
146 | $7,613 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
155 | $6,254 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,146 | $5,294 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
239 | $4,820 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,486 | 945 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,684 | 924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,689 | 925 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $289,121 | 1,623 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $77,787 | 506 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $94,377 | 616 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,771 | 506 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||