Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$446,449
+$57,159 QoQ
Shares Held
1,967
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#978
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Wellspring Financial Advisors, LLC holds $648,646 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,967 | $446,449 | |
| 2 | VTR |
Ventas, Inc.
|
2,277 | $202,197 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,449 | 1,967 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $389,290 | 1,969 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,966 | 2,101 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||