Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$932,392
+$138,389 QoQ
Shares Held
4,108
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#766
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Souders Financial Advisors holds $932,392 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
|
4,108 | $932,392 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,392 | 4,108 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $794,003 | 4,016 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $681,003 | 3,669 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $509,124 | 2,858 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $410,920 | 2,673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $321,281 | 2,097 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||