Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$682,952
+$91,800 QoQ
Shares Held
3,009
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#839
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Valmark Advisers, Inc. holds $682,952 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
|
3,009 | $682,952 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,952 | 3,009 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $591,152 | 2,990 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $555,901 | 2,995 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $530,679 | 2,979 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $462,266 | 3,007 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $354,834 | 2,316 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $243,489 | 1,932 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||