Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$149,119
+$46,903 QoQ
Shares Held
657
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,324
of 1,580 holders
Holding Since
Jun 2020
8 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, 2026Stelac Advisory Services LLC holds $149,119 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
|
657 | $149,119 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,119 | 657 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $102,216 | 517 | Shares | Defined | 2026-05-08 | |
| 2021-09-30 | $308,752 | 3,747 | Shares | Defined | 2022-06-28 | |
| 2021-06-30 | $708,344 | 8,524 | Shares | Defined | 2022-06-28 | |
| 2021-03-31 | $615,373 | 8,591 | Shares | Defined | 2022-06-28 | |
| 2020-12-31 | $541,127 | 8,374 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $448,046 | 8,133 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $203,274 | 3,928 | Shares | Defined | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||