Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,699,778
+$466,068 QoQ
Shares Held
7,489
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#631
of 1,577 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $2,933,811 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (57.9% 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 | $1,699,778 | 7,489 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,233,710 | 6,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $821,138 | 4,424 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $780,609 | 4,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $681,946 | 4,436 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $799,756 | 5,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $641,366 | 5,089 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $838,596 | 6,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $532,509 | 5,108 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $471,031 | 5,041 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $459,596 | 5,097 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $409,108 | 4,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $388,757 | 4,806 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $419,529 | 5,852 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $459,112 | 7,004 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $365,916 | 5,689 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $338,376 | 4,109 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $381,675 | 3,970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,592 | 3,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,608 | 4,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,229 | 4,732 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $383,077 | 5,348 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $271,210 | 4,197 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $238,264 | 4,325 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $233,392 | 4,510 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $372,282 | 8,132 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||