Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$212,443
-$1,806,582 QoQ
Shares Held
936
-96.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,266
of 1,580 holders
Holding Since
Mar 2020
9 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FDx Advisors, Inc. holds $212,443 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
|
936 | $212,443 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,443 | 936 | Shares | Sole | 2026-08-04 | |
| 2021-12-31 | $2,019,025 | 23,540 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,482,376 | 17,990 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,581,060 | 19,026 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,175,519 | 16,411 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $803,161 | 12,429 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $794,177 | 14,416 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $791,309 | 15,291 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $971,955 | 21,231 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||