Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$731,070
+$104,923 QoQ
Shares Held
3,221
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#822
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $3,303,144 across 4 REIT - Healthcare Facilities names. WELL ranks #3 (22.1% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,070 | 3,221 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $626,147 | 3,167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $639,055 | 3,443 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $612,801 | 3,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $531,752 | 3,459 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $511,414 | 3,338 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $430,770 | 3,418 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $437,606 | 3,418 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $371,651 | 3,565 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $336,944 | 3,606 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $327,587 | 3,633 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||