Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,154,243
+$1,790,483 QoQ
Shares Held
53,550
+2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#329
of 1,580 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $31,355,697 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (38.8% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,154,243 | 53,550 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,363,760 | 52,419 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,074,168 | 54,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,289,644 | 52,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,509,249 | 48,847 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,887,095 | 44,952 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $568,269 | 4,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,986 | 3,296 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $332,244 | 3,187 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $250,979 | 2,686 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $206,669 | 2,292 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||