Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,199,081
-$596,520 QoQ
Shares Held
5,283
-41.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#699
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,614,434 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,283 | $1,199,081 | |
| 2 | VTR |
Ventas, Inc.
|
4,066 | $361,060 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
658 | $34,314 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352 | $16,783 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39 | $1,573 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
45 | $907 | |
| 7 | MPT |
Medical Properties Trust Inc
|
155 | $716 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,081 | 5,283 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,795,601 | 9,082 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $21,159 | 114 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,554,449 | 8,726 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $1,287,642 | 8,376 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $1,271,029 | 8,296 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $1,008,113 | 7,999 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $975,459 | 7,619 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $9,382 | 90 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $629,037 | 6,732 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,393 | 82 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $6,389 | 78 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $6,309 | 78 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $5,591 | 78 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $5,112 | 78 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $5,016 | 78 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $6,423 | 78 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $7,498 | 78 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $6,690 | 78 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,427 | 78 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $6,481 | 78 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,587 | 78 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,040 | 78 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $4,021 | 73 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,777 | 73 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,472 | 54 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||