Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,016,688
+$97,533 QoQ
Shares Held
17,697
-16.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#485
of 1,580 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SteelPeak Wealth, LLC holds $5,230,667 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
17,697 | $4,016,688 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,728 | $1,213,979 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,016,688 | 17,697 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $3,919,155 | 21,115 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,087,166 | 17,330 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||