Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$363,152
+$32,581 QoQ
Shares Held
1,600
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,045
of 1,580 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Procyon Advisors, LLC holds $363,152 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
|
1,600 | $363,152 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,152 | 1,600 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $330,571 | 1,672 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $276,930 | 1,492 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $233,798 | 1,526 | Shares | Sole | 2025-04-11 | |
| 2020-06-30 | $155 | 3 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $137 | 3 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||