Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$39,265
+$4,469 QoQ
Shares Held
173
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,432
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Marquette Asset Management, LLC holds $50,836 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (77.2% 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 | $39,265 | 173 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $34,796 | 176 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $28,398 | 153 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,745 | 94 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||