Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,220
+$3,582 QoQ
Shares Held
23
+76.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,527
of 1,577 holders
Holding Since
Dec 2024
2 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, 2026BOK Financial Private Wealth, Inc. holds $11,155 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (46.8% of the industry book) .
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220 | 23 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $1,638 | 13 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||