Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,890
+$6,174 QoQ
Shares Held
211
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,412
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Morse Asset Management, Inc holds $141,130 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,050 | $93,240 | |
| 2 | WELL |
Welltower Inc.
This page
|
211 | $47,890 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,890 | 211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $41,716 | 211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,163 | 211 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $24,048 | 135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,216 | 125 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $846,485 | 5,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,301 | 50 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,401 | 50 | Shares | Sole | 2024-11-20 | |
| No filing history on record for this holder in this stock. | ||||||