Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,247,486
New position
Shares Held
14,308
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#517
of 1,580 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026RMR Wealth Builders holds $3,247,486 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
|
14,308 | $3,247,486 |
All Filings in WELL
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,247,486 | 14,308 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||