Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$422,391
+$125,431 QoQ
Shares Held
1,861
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#993
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026Perennial Investment Advisors, LLC holds $422,391 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
|
1,861 | $422,391 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,391 | 1,861 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $296,960 | 1,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,065 | 1,288 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||