Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$321,616
+$41,461 QoQ
Shares Held
1,417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,086
of 1,581 holders
Holding Since
Sep 2021
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, 2026XML Financial, LLC holds $3,635,381 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (8.8% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,616 | 1,417 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $280,155 | 1,417 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $306,627 | 1,652 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $237,638 | 1,334 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $205,075 | 1,334 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $204,382 | 1,334 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $225,593 | 1,790 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $229,045 | 1,789 | Shares | Sole | 2024-11-01 | |
| 2022-03-31 | $2,260,059 | 23,508 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,050,503 | 23,907 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,972,738 | 23,941 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||