Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,532
+$1,229 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,509
of 1,580 holders
Holding Since
Dec 2021
12 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, 2026Centerpoint Advisors, LLC holds $33,099 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (28.8% of the industry book) .
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,532 | 42 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,303 | 42 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,795 | 42 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,481 | 42 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $45,963 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,809 | 300 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $38,409 | 300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $31,275 | 300 | Shares | Sole | 2024-07-30 | |
| 2022-09-30 | $9,519 | 148 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,187 | 148 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $14,228 | 148 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,693 | 148 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||