Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,220
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,530
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 20261 NORTH WEALTH SERVICES LLC holds $9,368 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
23 | $5,220 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
87 | $4,148 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220 | 23 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||