Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,581,526
+$208,431 QoQ
Shares Held
6,968
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#643
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Wealth Architects, LLC holds $1,581,526 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
|
6,968 | $1,581,526 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,526 | 6,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,373,095 | 6,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,287,947 | 6,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,230,234 | 6,906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,061,813 | 6,907 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,057,455 | 6,902 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||