Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,100
+$38,525 QoQ
Shares Held
1,168
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,152
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HILLTOP WEALTH ADVISORS, LLC holds $565,155 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
3,379 | $300,055 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,168 | $265,100 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,100 | 1,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,575 | 1,146 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $206,769 | 1,114 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||