Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,562
+$2,780 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,475
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, 2026Winch Advisory Services, LLC holds $21,562 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
|
95 | $21,562 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,562 | 95 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,782 | 95 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,632 | 95 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,745 | 94 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,450 | 94 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,248 | 93 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,720 | 93 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,778 | 92 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $26,479 | 254 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,640 | 253 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,632 | 251 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $20,480 | 250 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $20,060 | 248 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,635 | 246 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,994 | 244 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $15,565 | 242 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $19,764 | 240 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,881 | 238 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $20,413 | 238 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,446 | 236 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,445 | 234 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $16,618 | 232 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $14,862 | 230 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,501 | 354 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $19,923 | 385 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,396 | 380 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||