Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$77,396
+$35,482 QoQ
Shares Held
341
+60.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,376
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,028,418 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (7.5% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,396 | 341 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,914 | 212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $39,349 | 212 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,765 | 212 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,590 | 212 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $32,480 | 212 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||