Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,134
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,565
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, 2026Spectrum Wealth Advisory Group, LLC holds $43,755 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (2.6% of the industry book) .
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||