Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$306,409
+$39,501 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,100
of 1,580 holders
Holding Since
Sep 2024
7 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, 2026Aberdeen Wealth Management LLC holds $324,759 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (94.3% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,409 | 1,350 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $266,908 | 1,350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $250,573 | 1,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $240,489 | 1,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,535 | 1,350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,833 | 1,350 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $211,249 | 1,650 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||