Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,009,652
+$234,182 QoQ
Shares Held
17,666
-7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#486
of 1,577 holders
Holding Since
Jun 2021
21 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, 2026Summit Place Financial Advisors, LLC holds $5,270,990 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (76.1% of the industry book) .
All Filings in WELL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,009,652 | 17,666 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,775,470 | 19,096 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,924,909 | 21,146 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,065,332 | 22,821 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,695,669 | 24,040 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,709,214 | 24,210 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,145,708 | 24,960 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,251,962 | 25,400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,115,407 | 29,884 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,814,786 | 30,124 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,720,789 | 30,174 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,421,391 | 29,558 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,502,170 | 30,933 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,169,339 | 30,260 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,719,048 | 26,225 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,583,880 | 24,625 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,651,117 | 20,050 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,910,782 | 19,875 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,835,049 | 21,395 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,718,864 | 20,860 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,733,050 | 20,855 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||