Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,683,436
+$188,947 QoQ
Shares Held
7,417
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#632
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026SAX WEALTH ADVISORS, LLC holds $1,683,436 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,417 | $1,683,436 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,436 | 7,417 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,494,489 | 7,559 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,403,025 | 7,559 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,383,078 | 7,764 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,191,100 | 7,748 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,182,627 | 7,719 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||