Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,323,462
+$133,841 QoQ
Shares Held
5,831
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#681
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026BSW Wealth Partners holds $1,687,542 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,831 | $1,323,462 | |
| 2 | VTR |
Ventas, Inc.
|
4,100 | $364,080 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,462 | 5,831 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,189,621 | 6,017 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,169,343 | 6,300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,056,013 | 5,928 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $734,368 | 4,777 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $714,111 | 4,661 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $364,604 | 2,893 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,496 | 2,433 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $209,229 | 2,007 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||