Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,454,423
+$173,263 QoQ
Shares Held
6,408
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#657
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,844,151 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (78.9% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,423 | 6,408 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,281,160 | 6,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,212,404 | 6,532 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,144,905 | 6,427 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,010,467 | 6,573 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,009,653 | 6,590 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $820,707 | 6,512 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $827,073 | 6,460 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $673,872 | 6,464 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $783,120 | 8,381 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $755,714 | 8,381 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $626,196 | 7,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $692,256 | 8,558 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $579,470 | 8,083 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $392,251 | 5,984 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $347,392 | 5,401 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $462,065 | 5,611 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $521,174 | 5,421 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $474,222 | 5,529 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $485,253 | 5,889 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $419,073 | 5,043 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $366,244 | 5,113 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $326,912 | 5,059 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $281,950 | 5,118 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $271,066 | 5,238 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $332,912 | 7,272 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||