Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,323,235
+$152,199 QoQ
Shares Held
5,830
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#682
of 1,581 holders
Holding Since
Mar 2020
24 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, 2026Ellevest, Inc. holds $2,027,330 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,830 | $1,323,235 | |
| 2 | VTR |
Ventas, Inc.
|
7,929 | $704,095 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,235 | 5,830 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,171,036 | 5,923 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,106,235 | 5,960 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,095,026 | 6,147 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,032,450 | 6,716 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $965,529 | 6,302 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $692,408 | 5,494 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $569,093 | 4,445 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $561,073 | 5,382 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $441,597 | 4,726 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $413,158 | 4,582 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $41,723 | 582 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $44,901 | 685 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $54,414 | 846 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $107,466 | 1,305 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $128,250 | 1,334 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $308,857 | 3,601 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $311,389 | 3,779 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $258,108 | 3,106 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $223,485 | 3,120 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $162,002 | 2,507 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $101,420 | 1,841 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $69,034 | 1,334 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $39,141 | 855 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||