Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,361
-$171 QoQ
Shares Held
6
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,563
of 1,581 holders
Holding Since
Dec 2020
6 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, 2026GoalVest Advisory LLC holds $1,504,869 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (0.1% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361 | 6 | Shares | Sole | 2026-07-09 | |
| 2025-03-31 | $1,532 | 10 | Shares | Sole | 2025-04-07 | |
| 2022-03-31 | $961 | 10 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $451,399 | 5,432 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $753,690 | 10,522 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $309,529 | 4,790 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||