Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$386,075
-$39,990 QoQ
Shares Held
1,701
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,016
of 1,580 holders
Holding Since
Mar 2020
8 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, 2026Wealthcare Advisory Partners LLC holds $611,271 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,701 | $386,075 | |
| 2 | VTR |
Ventas, Inc.
|
2,536 | $225,196 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,075 | 1,701 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $426,065 | 2,155 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $349,318 | 1,882 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $290,190 | 1,629 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $235,053 | 1,529 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $229,815 | 1,500 | Shares | Sole | 2025-04-15 | |
| 2021-03-31 | $122,200 | 1,706 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $56,538 | 1,235 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||