Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$13,618
+$1,954 QoQ
Shares Held
60
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,492
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026BIRCHBROOK, INC. holds $13,618 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
|
60 | $13,618 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,618 | 60 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,664 | 59 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,848 | 80 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,510 | 59 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,070 | 59 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,886 | 58 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $26,214 | 208 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $7,425 | 58 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $5,942 | 57 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $5,326 | 57 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $5,139 | 57 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||