Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,815
+$432 QoQ
Shares Held
8
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,557
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Mascoma Wealth Management LLC holds $1,815 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
|
8 | $1,815 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,383 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,041 | 11 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||