Position in WELL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$988
+$60 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $73,438 across 5 REIT - Healthcare Facilities names. WELL ranks #4 (1.3% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $988 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $928 | 5 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,068 | 6 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $766 | 5 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $521 | 5 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $840 | 9 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $721 | 8 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $37,597 | 459 | Shares | Sole | 2023-11-16 | |
| 2022-12-31 | $4,326 | 66 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||