Position in WELL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,042
+$263 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,550
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Cedar Mountain Advisors, LLC holds $51,447 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (4.0% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042 | 9 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,779 | 9 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,113 | 6 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,068 | 6 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||