Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$8,851
+$1,141 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,513
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026Carolina Wealth Advisors, LLC holds $8,851 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
|
39 | $8,851 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,851 | 39 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,710 | 39 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||