Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$495,475
+$67,829 QoQ
Shares Held
2,183
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#944
of 1,586 holders
Holding Since
Sep 2024
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, 2026Modera Wealth Management, LLC holds $495,475 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
|
2,183 | $495,475 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,475 | 2,183 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $427,646 | 2,163 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $340,965 | 1,837 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $321,898 | 1,807 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $268,566 | 1,747 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $329,554 | 2,151 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $282,937 | 2,245 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $223,412 | 1,745 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||