Position in WELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$395,835
+$58,740 QoQ
Shares Held
1,744
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,009
of 1,580 holders
Holding Since
Dec 2020
8 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, 2026Regent Peak Wealth Advisors LLC holds $395,835 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
|
1,744 | $395,835 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,835 | 1,744 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $337,095 | 1,705 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $310,154 | 1,671 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $305,866 | 1,717 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $240,539 | 1,570 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $200,891 | 1,594 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $203,567 | 1,590 | Shares | Sole | 2024-10-16 | |
| 2020-12-31 | $9,434 | 146 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||