Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$575,141
-$7,510 QoQ
Shares Held
2,534
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#893
of 1,581 holders
Holding Since
Jun 2020
6 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, 2026Coastal Bridge Advisors, LLC holds $814,196 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,534 | $575,141 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
4,584 | $239,055 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,141 | 2,534 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $582,651 | 2,947 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,780,185 | 9,591 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,777,659 | 9,979 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,538,837 | 10,010 | Shares | Sole | 2025-08-14 | |
| 2020-06-30 | $203,584 | 3,934 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||