Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$527,478
+$174,171 QoQ
Shares Held
2,324
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#918
of 1,580 holders
Holding Since
Jun 2020
5 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, 2026Keebeck Wealth Management holds $1,078,578 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
13,658 | $551,100 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,324 | $527,478 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,478 | 2,324 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $353,307 | 1,787 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $220,319 | 1,187 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $207,176 | 1,163 | Shares | Other | 2025-11-14 | |
| 2020-06-30 | $43,677 | 844 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||