Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$222,430
+$22,348 QoQ
Shares Held
980
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,234
of 1,580 holders
Holding Since
Mar 2020
9 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $464,613 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
11,317 | $242,183 | |
| 2 | WELL |
Welltower Inc.
This page
|
980 | $222,430 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,430 | 980 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $200,082 | 1,012 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $304,400 | 1,640 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $343,453 | 1,928 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $214,453 | 1,395 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $223,533 | 1,459 | Shares | Sole | 2025-04-22 | |
| 2020-09-30 | $32,337 | 587 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $39,226 | 758 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $91,468 | 1,998 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||