Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$198,598
+$23,625 QoQ
Shares Held
875
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,297
of 1,580 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $198,598 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
|
875 | $198,598 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,598 | 875 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $174,973 | 885 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $162,037 | 873 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $199,516 | 1,120 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $79,632 | 518 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $78,290 | 511 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $168,754 | 1,339 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||