Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$410,134
+$60,188 QoQ
Shares Held
1,807
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,000
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026WEALTH ALLIANCE, LLC holds $942,401 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
5,994 | $532,267 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,807 | $410,134 |
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,134 | 1,807 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $349,946 | 1,770 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $381,985 | 2,058 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $362,158 | 2,033 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $306,537 | 1,994 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $314,386 | 2,052 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $238,574 | 1,893 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $254,139 | 1,985 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $216,840 | 2,080 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||