Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$275,768
+$35,551 QoQ
Shares Held
1,215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,134
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026FLC Capital Advisors holds $478,996 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,215 | $275,768 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
3,897 | $203,228 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,768 | 1,215 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $240,217 | 1,215 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $225,516 | 1,215 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,440 | 1,215 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||