Position in WELL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$197
+$12 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 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, 2026TOTH FINANCIAL ADVISORY CORP holds $74,197 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
16,060 | $74,197 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197 | 1 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $185 | 1 | Shares | Sole | 2026-01-20 | |
| 2023-06-30 | $10,839 | 134 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||