Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$697,024
+$89,857 QoQ
Shares Held
3,071
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#837
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026WADDELL & ASSOCIATES, LLC holds $2,230,158 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (31.3% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,024 | 3,071 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $607,167 | 3,071 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $570,008 | 3,071 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $547,067 | 3,071 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||