Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$605,102
+$36,489 QoQ
Shares Held
2,666
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#880
of 1,580 holders
Holding Since
Dec 2023
7 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, 2026Dakota Wealth Management holds $3,257,720 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (18.6% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,102 | 2,666 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $568,613 | 2,876 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $649,078 | 3,497 | Shares | Defined | 2026-01-13 | |
| 2024-09-30 | $1,195,288 | 9,336 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $829,308 | 7,955 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $647,072 | 6,925 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $501,164 | 5,558 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||