Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$773,059
+$73,166 QoQ
Shares Held
3,406
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#808
of 1,581 holders
Holding Since
Jun 2024
9 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, 2026Peak Planning Group, LLC holds $773,059 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
|
3,406 | $773,059 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,059 | 3,406 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $699,893 | 3,540 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $661,142 | 3,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $633,465 | 3,556 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $546,048 | 3,552 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $542,669 | 3,542 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $445,516 | 3,535 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $451,689 | 3,528 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $366,855 | 3,519 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||