Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$272,364
+$35,112 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,141
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Mattern Wealth Management LLC holds $272,364 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
|
1,200 | $272,364 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,364 | 1,200 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $237,252 | 1,200 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,732 | 1,200 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $249,396 | 1,400 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $215,222 | 1,400 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $214,494 | 1,400 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||