Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$235,594
New position
Shares Held
1,038
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,203
of 1,581 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, 2026Stonebridge Financial Group, LLC/CA holds $669,482 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
9,100 | $433,888 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,038 | $235,594 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,594 | 1,038 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||