Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,517,324
New position
Shares Held
11,091
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#558
of 1,581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Csenge Advisory Group holds $6,398,688 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (39.3% of the industry book) .
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,517,324 | 11,091 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||