Position in WELL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$668,060
+$197,168 QoQ
Shares Held
3,379
+33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Ascentis Independent Advisors holds $2,930 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
33 | $2,930 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,060 | 3,379 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $470,892 | 2,537 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $420,944 | 2,363 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $339,897 | 2,211 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $288,034 | 1,880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $286,088 | 2,270 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $291,652 | 2,278 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $289,919 | 2,781 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||