Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,367,948
+$229,930 QoQ
Shares Held
6,027
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#672
of 1,580 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Essex Financial Services, Inc. holds $2,820,913 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (48.5% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,948 | 6,027 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,138,018 | 5,756 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $703,461 | 3,790 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $537,804 | 3,019 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $410,459 | 2,670 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $401,103 | 2,618 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $327,047 | 2,595 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $333,262 | 2,603 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $268,652 | 2,577 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $213,230 | 2,282 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||