Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$322,070
+$104,787 QoQ
Shares Held
1,419
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,085
of 1,581 holders
Holding Since
Sep 2024
3 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $322,070 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
|
1,419 | $322,070 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,070 | 1,419 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,283 | 1,099 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $227,381 | 1,776 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||