Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,493,563
+$1,831,854 QoQ
Shares Held
55,045
+2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#325
of 1,580 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WESPAC Advisors SoCal, LLC holds $12,493,563 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
|
55,045 | $12,493,563 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,493,563 | 55,045 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,661,709 | 53,926 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,860,160 | 53,123 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,440,351 | 52,994 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,287,430 | 53,909 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,256,793 | 53,892 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,061,316 | 32,225 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,039,944 | 23,744 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||