Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$49,252
-$10,654 QoQ
Shares Held
217
-28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,409
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Dynamic Wealth Strategies, LLC holds $88,732 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (55.5% of the industry book) .
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,252 | 217 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59,906 | 303 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||