Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,517,748
+$601,956 QoQ
Shares Held
6,687
+44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#647
of 1,580 holders
Holding Since
Mar 2020
15 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, 2026Wealthspire Advisors, LLC holds $1,517,748 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
|
6,687 | $1,517,748 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,748 | 6,687 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $915,792 | 4,632 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,006,006 | 5,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $597,125 | 3,352 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $634,443 | 4,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $563,506 | 3,678 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $434,929 | 3,451 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $431,205 | 3,368 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $227,890 | 2,186 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $212,801 | 2,360 | Shares | Sole | 2024-02-07 | |
| 2021-12-31 | $254,050 | 2,962 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $434,824 | 5,277 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $484,147 | 6,759 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $374,279 | 5,792 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $299,492 | 6,542 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||