Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$495,475
+$56,560 QoQ
Shares Held
2,183
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#941
of 1,581 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $495,475 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
|
2,183 | $495,475 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,475 | 2,183 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $438,915 | 2,220 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $350,431 | 1,888 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $295,534 | 1,659 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $243,661 | 1,585 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $202,849 | 1,324 | Shares | Other | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||