Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,901
+$1,354 QoQ
Shares Held
26
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,524
of 1,577 holders
Holding Since
Mar 2020
25 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, 2026NVWM, LLC holds $8,340 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (70.8% of the industry book) .
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,901 | 26 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,547 | 23 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,969 | 16 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,850 | 16 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,459 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,910 | 19 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,016 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,048 | 16 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,668 | 16 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,027 | 11 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $20,070 | 245 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $19,818 | 245 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,564 | 245 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,059 | 245 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,758 | 245 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $20,175 | 245 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $23,554 | 245 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $21,013 | 245 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,188 | 245 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $20,359 | 245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,549 | 245 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $15,831 | 245 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $76,850 | 1,395 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $72,191 | 1,395 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $63,863 | 1,395 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||