Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$328,198
-$5,338 QoQ
Shares Held
1,446
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,074
of 1,580 holders
Holding Since
Mar 2021
5 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, 2026WealthShield Partners, LLC holds $2,215,407 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
46,771 | $1,887,209 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,446 | $328,198 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,198 | 1,446 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $333,536 | 1,687 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $313,680 | 1,690 | Shares | Sole | 2026-02-03 | |
| 2021-06-30 | $44,957 | 541 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $36,101 | 504 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||