Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$366,783
+$47,284 QoQ
Shares Held
1,616
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,041
of 1,581 holders
Holding Since
Mar 2020
15 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $748,573 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
7,321 | $381,790 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,616 | $366,783 |
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,783 | 1,616 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $319,499 | 1,616 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $299,945 | 1,616 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $283,064 | 1,589 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $244,276 | 1,589 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $243,297 | 1,588 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $200,135 | 1,588 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $203,183 | 1,587 | Shares | Sole | 2024-11-04 | |
| 2021-09-30 | $152,769 | 1,854 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $151,242 | 1,820 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $129,507 | 1,808 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $116,832 | 1,808 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $99,602 | 1,808 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $94,340 | 1,823 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $103,142 | 2,253 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||