Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$501,603
+$75,736 QoQ
Shares Held
2,210
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#935
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Circle Wealth Management, LLC holds $501,603 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
|
2,210 | $501,603 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,603 | 2,210 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $425,867 | 2,154 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $356,185 | 1,919 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||