Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$221,295
+$2,826 QoQ
Shares Held
975
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,239
of 1,580 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Commerce Advisors, LLC holds $437,380 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
975 | $221,295 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
4,532 | $216,085 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,295 | 975 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $218,469 | 1,105 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||