Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$923,540
+$114,709 QoQ
Shares Held
4,069
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#769
of 1,581 holders
Holding Since
Mar 2020
4 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, 2026Foster Victor Wealth Advisors, LLC holds $12,639,312 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
547,466 | $11,715,772 | |
| 2 | WELL |
Welltower Inc.
This page
|
4,069 | $923,540 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,540 | 4,069 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $808,831 | 4,091 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $759,330 | 4,091 | Shares | Sole | 2026-01-26 | |
| 2020-03-31 | $3,771,905 | 82,392 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||