Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$209,493
New position
Shares Held
923
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,279
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,676,263 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
28,126 | $1,466,770 | |
| 2 | WELL |
Welltower Inc.
This page
|
923 | $209,493 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,493 | 923 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||