Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$628,706
+$84,248 QoQ
Shares Held
2,770
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#869
of 1,580 holders
Holding Since
Mar 2022
5 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, 2026MONEY CONCEPTS CAPITAL CORP holds $866,066 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,770 | $628,706 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
11,768 | $237,360 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,706 | 2,770 | Shares | Sole | 2026-08-04 | |
| 2022-12-31 | $544,458 | 8,306 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $67,407 | 1,048 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $93,961 | 1,141 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $690,285 | 7,180 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||