Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,015,122
+$2,798,733 QoQ
Shares Held
88,184
+1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#268
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Wealthfront Advisers LLC holds $30,650,181 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (65.3% 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 | $20,015,122 | 88,184 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,216,389 | 87,079 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,266,051 | 82,248 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,883,340 | 77,935 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,422,111 | 61,290 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,533,797 | 55,700 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,835,441 | 46,302 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $5,712,698 | 44,620 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,655,492 | 44,657 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,652,102 | 39,085 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,742,415 | 41,504 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,774,056 | 33,863 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,897,355 | 23,456 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,369,350 | 19,101 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,096,389 | 16,726 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,125,149 | 17,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,009,175 | 24,398 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,783,349 | 28,951 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,226,417 | 25,958 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,797,727 | 33,953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,167,912 | 26,088 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,453,802 | 20,296 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $955,988 | 14,794 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $450,911 | 8,185 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $244,311 | 4,721 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,171,070 | 47,424 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||