Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$232,417
+$29,962 QoQ
Shares Held
1,024
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,212
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Seven Springs Wealth Group, LLC holds $522,081 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
9,541 | $289,664 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,024 | $232,417 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,417 | 1,024 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $202,455 | 1,024 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||