Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$644,821
+$179,611 QoQ
Shares Held
2,841
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#859
of 1,581 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $644,821 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
|
2,841 | $644,821 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,821 | 2,841 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $465,210 | 2,353 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $364,351 | 1,963 | Shares | Defined | 2026-02-04 | |
| 2024-06-30 | $25,541 | 245 | Shares | Defined | 2024-08-06 | |
| 2023-12-31 | $27,320 | 303 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||