Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$396,970
+$36,348 QoQ
Shares Held
1,749
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,008
of 1,581 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $1,832,283 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (21.7% of the industry book) .
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,970 | 1,749 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $360,622 | 1,824 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $323,332 | 1,742 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $333,656 | 1,873 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $250,886 | 1,632 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $240,692 | 1,571 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,301 | 50 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,401 | 50 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,212 | 50 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,672 | 50 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,016 | 100 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $4,096 | 50 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $45,063 | 818 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||