Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$674,100
+$216,995 QoQ
Shares Held
2,970
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#845
of 1,586 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $1,904,999 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (35.4% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,100 | 2,970 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $457,105 | 2,312 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $446,948 | 2,408 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $396,183 | 2,224 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $226,905 | 1,476 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||