Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$671,604
+$299,910 QoQ
Shares Held
2,959
+57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#846
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $671,604 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
|
2,959 | $671,604 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,604 | 2,959 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $371,694 | 1,880 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $313,680 | 1,690 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $279,145 | 1,567 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $211,993 | 1,379 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,291 | 1,477 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $297,052 | 2,357 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $316,746 | 2,474 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||