Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,273,528
+$310,483 QoQ
Shares Held
5,611
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#692
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Aprio Wealth Management, LLC holds $1,903,561 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (66.9% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,528 | 5,611 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $963,045 | 4,871 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $730,375 | 3,935 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $360,733 | 2,025 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||