Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$76,418,753
+$17,971,527 QoQ
Shares Held
336,691
+13.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#145
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,418,753 | 336,691 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,447,226 | 295,621 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $51,853,306 | 279,367 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,833,638 | 257,290 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $36,280,123 | 235,999 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,031,611 | 209,070 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,341,180 | 193,138 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,693,655 | 192,874 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,648,376 | 169,289 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,701,572 | 146,635 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,387,013 | 137,374 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,702,928 | 130,651 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,668,418 | 131,888 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,928,414 | 124,542 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,991,920 | 121,921 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,039,934 | 124,999 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,837,128 | 155,885 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,029,947 | 156,334 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,226,660 | 177,529 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,304,803 | 173,602 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,082,980 | 181,504 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,075,839 | 182,547 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,843,552 | 183,280 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,522,580 | 172,855 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,953,491 | 192,338 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,229,136 | 507,408 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||