Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$536,103
+$209,882 QoQ
Shares Held
2,362
+43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#910
of 1,580 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $1,170,498 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (45.8% of the industry book) .
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,103 | 2,362 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $326,221 | 1,650 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $315,722 | 1,701 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $277,542 | 1,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,069 | 1,386 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||