Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$624,848
+$91,427 QoQ
Shares Held
2,753
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#871
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Resonant Capital Advisors, LLC holds $624,848 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
|
2,753 | $624,848 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,848 | 2,753 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $533,421 | 2,698 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $442,865 | 2,386 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $405,624 | 2,277 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $305,154 | 1,985 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||