Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$527,932
+$71,816 QoQ
Shares Held
2,326
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#920
of 1,586 holders
Holding Since
Sep 2020
14 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, 2026Planned Solutions, Inc. holds $884,552 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,326 | $527,932 | |
| 2 | VTR |
Ventas, Inc.
|
4,016 | $356,620 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,932 | 2,326 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $456,116 | 2,307 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $428,202 | 2,307 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $410,968 | 2,307 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $354,655 | 2,307 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $353,455 | 2,307 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $290,751 | 2,307 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $295,365 | 2,307 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $240,504 | 2,307 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $215,566 | 2,307 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $208,022 | 2,307 | Shares | Sole | 2024-01-18 | |
| 2022-03-31 | $221,794 | 2,307 | Shares | Sole | 2022-04-08 | |
| 2020-12-31 | $149,078 | 2,307 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $127,092 | 2,307 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||