Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$332,964
+$53,600 QoQ
Shares Held
1,467
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,070
of 1,580 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Verdence Capital Advisors LLC holds $332,964 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,467 | $332,964 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,964 | 1,467 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $279,364 | 1,413 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $257,069 | 1,385 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $236,748 | 1,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $333,132 | 2,167 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $328,635 | 2,145 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,813 | 2,125 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $272,063 | 2,125 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $221,010 | 2,120 | Shares | Sole | 2024-07-25 | |
| 2020-03-31 | $496,026 | 10,835 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||