Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$667,972
+$166,580 QoQ
Shares Held
2,943
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 795 holders
Holding Since
Jun 2025
5 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, 2026Crestwood Advisors Group, LLC holds $1,588,182 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (42.1% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,972 | 2,943 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $501,392 | 2,536 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $440,638 | 2,374 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $316,376 | 1,776 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $202,923 | 1,320 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||