Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$141,175
New position
Shares Held
622
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,328
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $208,443 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
622 | $141,175 | |
| 2 | VTR |
Ventas, Inc.
|
453 | $40,226 | |
| 3 | MPT |
Medical Properties Trust Inc
|
1,843 | $8,514 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
296 | $6,334 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
163 | $3,180 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
55 | $2,868 | |
| 7 | CHCT |
Community Healthcare Trust Inc
|
121 | $2,211 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
37 | $1,492 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,175 | 622 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||