Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$25,647
+$21,728 QoQ
Shares Held
113
+413.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,461
of 1,580 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $46,123 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (55.6% of the industry book) .
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,647 | 113 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $3,919 | 22 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,382 | 22 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,370 | 22 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,772 | 22 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,816 | 22 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,293 | 22 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,055 | 22 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,983 | 22 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,031 | 37 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,992 | 37 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,652 | 37 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,425 | 37 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,415 | 22 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||