Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$540,869
+$46,001 QoQ
Shares Held
2,383
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#909
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $1,070,311 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,383 | $540,869 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
26,249 | $529,442 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,869 | 2,383 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $494,868 | 2,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $474,604 | 2,557 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $447,843 | 2,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $388,475 | 2,527 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $371,227 | 2,423 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $318,603 | 2,528 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $350,418 | 2,737 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||