Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,038,160
+$177,133 QoQ
Shares Held
4,574
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#734
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Buckley Wealth Management, LLC holds $1,038,160 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
|
4,574 | $1,038,160 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,160 | 4,574 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $861,027 | 4,355 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $693,810 | 3,738 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||