Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$172,497
+$29,751 QoQ
Shares Held
760
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,314
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $230,020 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (75.0% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,497 | 760 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $142,746 | 722 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $129,927 | 700 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $124,698 | 700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $110,070 | 716 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $109,698 | 716 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $90,237 | 716 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $89,621 | 700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,975 | 700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $25,228 | 270 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,345 | 270 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,592 | 288 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,296 | 288 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,672 | 386 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $25,302 | 386 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $16,144 | 251 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $119,736 | 1,454 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $139,787 | 1,454 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $111,501 | 1,300 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $74,160 | 900 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $74,790 | 900 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $64,467 | 900 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $58,158 | 900 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $49,581 | 900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $46,575 | 900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $32,046 | 700 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||