Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$252,844
+$12,825 QoQ
Shares Held
1,114
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,169
of 1,581 holders
Holding Since
Mar 2025
5 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, 2026BAR HARBOR WEALTH MANAGEMENT holds $252,844 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
|
1,114 | $252,844 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,844 | 1,114 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $240,019 | 1,214 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $225,330 | 1,214 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $218,399 | 1,226 | Shares | Defined | 2025-10-15 | |
| 2025-03-31 | $209,897 | 1,370 | Shares | Defined | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||