Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,831,420
+$260,219 QoQ
Shares Held
8,069
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
#615
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026Emergent Wealth Advisors, LLC holds $1,831,420 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
|
8,069 | $1,831,420 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,420 | 8,069 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,571,201 | 7,947 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,503,626 | 8,101 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,458,075 | 8,185 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,141,598 | 7,426 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,023,442 | 6,680 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $409,723 | 3,251 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $416,225 | 3,251 | Shares | Sole | 2025-12-16 | |
| 2024-06-30 | $338,916 | 3,251 | Shares | Sole | 2025-12-16 | |
| 2024-03-31 | $303,773 | 3,251 | Shares | Sole | 2025-12-17 | |
| 2023-12-31 | $465,457 | 5,162 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||