Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,263
-$3,413 QoQ
Shares Held
32
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,522
of 1,580 holders
Holding Since
Dec 2021
10 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, 2026Addison Advisors LLC holds $25,631 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (28.3% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,263 | 32 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $10,676 | 54 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $5,939 | 32 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $5,700 | 32 | Shares | Other | 2025-11-07 | |
| 2024-12-31 | $1,890 | 15 | Shares | Other | 2025-02-04 | |
| 2022-12-31 | $393 | 6 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $385 | 6 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,141 | 26 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,211 | 23 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,286 | 15 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||