Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,210,353
+$1,105,284 QoQ
Shares Held
27,362
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#414
of 1,581 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, 2026Gladstone Institutional Advisory LLC holds $6,210,353 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
|
27,362 | $6,210,353 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,210,353 | 27,362 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,105,069 | 25,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,117,757 | 22,185 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,891,112 | 21,843 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,443,845 | 15,897 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||