Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,369,310
+$179,887 QoQ
Shares Held
6,033
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#671
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Apella Capital, LLC holds $1,425,613 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,033 | $1,369,310 | |
| 2 | MPT |
Medical Properties Trust Inc
|
12,187 | $56,303 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,310 | 6,033 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,189,423 | 6,016 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,072,268 | 5,777 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,025,730 | 5,758 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $936,676 | 6,093 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $308,871 | 2,016 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $239,961 | 1,904 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $241,080 | 1,883 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||