Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$344,994
New position
Shares Held
1,520
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,061
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $344,994 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
|
1,520 | $344,994 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,994 | 1,520 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||