Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,134
+$366 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,564
of 1,581 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $458,593 across 5 REIT - Healthcare Facilities names. WELL ranks #5 (0.2% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $768 | 5 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $630 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $640 | 5 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||