Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,730,646
+$163,795 QoQ
Shares Held
7,625
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#625
of 1,577 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $4,867,017 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,625 | $1,730,646 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
45,567 | $975,133 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
40,133 | $782,994 | |
| 4 | NHI |
National Health Investors Inc
|
8,760 | $668,037 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
9,390 | $447,715 | |
| 6 | VTR |
Ventas, Inc.
|
2,956 | $262,492 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,646 | 7,625 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,566,851 | 7,925 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,859,440 | 10,018 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,721,901 | 9,666 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,461,049 | 9,504 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,548,033 | 10,104 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,299,117 | 10,308 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,358,398 | 10,610 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $704,000 | 6,753 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $624,366 | 6,682 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $617,303 | 6,846 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $529,121 | 6,459 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $585,239 | 7,235 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $518,677 | 7,235 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $475,171 | 7,249 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $566,594 | 8,809 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $883,368 | 10,727 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,072,537 | 11,156 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,454,916 | 16,963 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $2,166,955 | 26,298 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $2,383,640 | 28,684 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,090,736 | 29,188 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,818,336 | 43,614 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,868,977 | 52,078 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,732,244 | 52,797 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $3,833,708 | 83,742 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||