Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$130,280
+$16,795 QoQ
Shares Held
574
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,337
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026MeadowBrook Investment Advisors LLC holds $528,080 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (24.7% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,280 | 574 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $113,485 | 574 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $106,540 | 574 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $102,252 | 574 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $88,241 | 574 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $87,942 | 574 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $72,341 | 574 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $73,489 | 574 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $59,839 | 574 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $53,634 | 574 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $51,757 | 574 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||