Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$240,361
+$37,511 QoQ
Shares Held
1,059
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,193
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Diversified Portfolios, Inc. holds $240,361 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
|
1,059 | $240,361 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,361 | 1,059 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $202,850 | 1,026 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||