Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,300,084
+$313,314 QoQ
Shares Held
5,728
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#686
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,487,584 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (52.3% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,084 | 5,728 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $986,770 | 4,991 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $721,094 | 3,885 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $471,180 | 2,645 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $475,948 | 3,096 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $453,348 | 2,959 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $401,531 | 3,186 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $486,514 | 3,800 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $398,860 | 3,826 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $371,704 | 3,978 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $364,106 | 4,038 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $267,796 | 3,269 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $255,288 | 3,156 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $269,482 | 3,759 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $275,834 | 4,208 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $245,895 | 3,823 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $311,530 | 3,783 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $388,405 | 4,040 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $358,604 | 4,181 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $370,635 | 4,498 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $366,886 | 4,415 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $310,516 | 4,335 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $296,347 | 4,586 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $264,156 | 4,795 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $272,205 | 5,260 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $240,345 | 5,250 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||