Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,271,181
+$692,398 QoQ
Shares Held
27,630
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#412
of 1,580 holders
Holding Since
Jun 2025
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,075,246 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (88.6% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,271,181 | 27,630 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,578,783 | 28,217 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $274,145 | 1,477 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $705,612 | 3,961 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $148,349 | 965 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||