Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,381,596
+$312,364 QoQ
Shares Held
10,493
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#565
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026Gerald Baker Financial Group LLC holds $2,381,596 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
|
10,493 | $2,381,596 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,381,596 | 10,493 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,069,232 | 10,466 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||