Position in WELL
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$29,063
+$1,964 QoQ
Shares Held
147
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,243 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
14 | $1,243 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,063 | 147 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $27,099 | 146 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $26,008 | 146 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $22,290 | 145 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $22,215 | 145 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $18,148 | 144 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $18,308 | 143 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,907 | 143 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,268 | 142 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $12,713 | 141 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||