Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$254,206
+$32,771 QoQ
Shares Held
1,120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,166
of 1,580 holders
Holding Since
Dec 2020
10 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, 2026Graves Light Lenhart Wealth, Inc. holds $254,206 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,120 | $254,206 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,206 | 1,120 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $221,435 | 1,120 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $207,883 | 1,120 | Shares | Sole | 2026-01-09 | |
| 2022-06-30 | $54,103 | 657 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $63,163 | 657 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,350 | 657 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $54,136 | 657 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $54,596 | 657 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $47,060 | 657 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $42,455 | 657 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||