Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$667,291
+$248,542 QoQ
Shares Held
2,940
+38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#850
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, 2026Facet Wealth, Inc. holds $714,696 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,940 | $667,291 | |
| 2 | MPT |
Medical Properties Trust Inc
|
10,261 | $47,405 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,291 | 2,940 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $418,749 | 2,118 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $460,869 | 2,483 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $249,930 | 1,403 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $196,620 | 1,279 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||