Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$103,952
+$64,410 QoQ
Shares Held
458
+129.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,346
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $253,639 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (41.0% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,952 | 458 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $39,542 | 200 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $38,050 | 205 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $53,442 | 300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $46,119 | 300 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $45,963 | 300 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $37,809 | 300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,409 | 300 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $31,275 | 300 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $28,032 | 300 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $27,051 | 300 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $24,576 | 300 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $24,267 | 300 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $21,507 | 300 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $19,665 | 300 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,675 | 337 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,693 | 312 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $44,801 | 466 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $39,968 | 466 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $25,708 | 312 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,927 | 312 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,348 | 312 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $20,161 | 312 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $18,950 | 344 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $17,802 | 344 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $15,748 | 344 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||