Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$23,150
+$2,984 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,466
of 1,581 holders
Holding Since
Jun 2023
13 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, 2026Robinswood Financial LLC holds $23,150 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
|
102 | $23,150 |
All Filings in WELL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,150 | 102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $20,166 | 102 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $18,746 | 101 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $17,992 | 101 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $15,526 | 101 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $15,474 | 101 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $12,729 | 101 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $12,931 | 101 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $7,506 | 72 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $6,727 | 72 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $6,492 | 72 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $5,898 | 72 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $5,824 | 72 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||