Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$534,060
+$73,198 QoQ
Shares Held
2,353
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#912
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Rothschild Wealth LLC holds $844,149 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,353 | $534,060 | |
| 2 | VTR |
Ventas, Inc.
|
3,492 | $310,089 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,060 | 2,353 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $460,862 | 2,331 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $418,550 | 2,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $398,677 | 2,238 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||