Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,074,565
+$482,175 QoQ
Shares Held
17,952
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#483
of 1,581 holders
Holding Since
Dec 2022
15 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, 2026Meeder Advisory Services, Inc. holds $4,695,978 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (86.8% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,074,565 | 17,952 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,592,390 | 18,170 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,193,605 | 17,206 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,664,618 | 14,958 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,123,933 | 13,816 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,073,237 | 13,532 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,513,998 | 12,013 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,582,578 | 12,361 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,303,542 | 12,504 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $809,937 | 8,668 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $717,843 | 7,961 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $584,253 | 7,132 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $604,086 | 7,468 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $475,878 | 6,638 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $348,332 | 5,314 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||