Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$227,423
+$17,851 QoQ
Shares Held
1,002
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,218
of 1,581 holders
Holding Since
Mar 2025
5 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, 2026BIRCH FINANCIAL GROUP, LLC holds $227,423 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
|
1,002 | $227,423 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,423 | 1,002 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $209,572 | 1,060 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $206,583 | 1,113 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $200,941 | 1,128 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $201,011 | 1,312 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||