Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,376,119
+$177,404 QoQ
Shares Held
6,063
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#668
of 1,581 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pacific Sun Financial Corp holds $1,376,119 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,063 | $1,376,119 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,376,119 | 6,063 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,198,715 | 6,063 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,125,353 | 6,063 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,093,423 | 6,138 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $943,594 | 6,138 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $940,402 | 6,138 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $773,572 | 6,138 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $785,848 | 6,138 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $702,436 | 6,738 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $643,614 | 6,888 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $621,090 | 6,888 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $570,818 | 6,968 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $585,481 | 7,238 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $475,761 | 7,258 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $587,756 | 9,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $757,455 | 9,198 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $892,756 | 9,286 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $793,887 | 9,256 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $807,849 | 9,804 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $676,174 | 12,274 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $705,921 | 13,641 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $636,845 | 13,911 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||