Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,479
-$23,871 QoQ
Shares Held
218
-41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,408
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026First Command Advisory Services, Inc. holds $57,364 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (86.3% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,479 | 218 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $73,350 | 371 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,391 | 223 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,518 | 205 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $35,665 | 232 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $31,408 | 205 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $50,412 | 400 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||