Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,042
-$46,990 QoQ
Shares Held
9
-96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,552
of 1,580 holders
Holding Since
Mar 2020
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, 2026Lloyd Advisory Services, LLC. holds $2,042 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
|
9 | $2,042 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042 | 9 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $49,032 | 248 | Shares | Sole | 2026-05-13 | |
| 2020-03-31 | $117,791 | 2,573 | Principal | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||