Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,247,200
+$145,758 QoQ
Shares Held
5,495
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#698
of 1,588 holders
Holding Since
Sep 2023
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, 2026IBEX WEALTH ADVISORS holds $12,204,852 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (10.2% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,200 | 5,495 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,101,442 | 5,571 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $1,042,653 | 5,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $907,775 | 5,905 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $704,759 | 5,592 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $557,529 | 5,348 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $450 | 5 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $463,912 | 5,663 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||