Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,025,223
+$1,014,847 QoQ
Shares Held
4,517
-56.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#740
of 1,580 holders
Holding Since
Mar 2025
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, 2026SOA Wealth Advisors, LLC. holds $1,029,609 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,517 | $1,025,223 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
92 | $4,386 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,223 | 4,517 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,376 | 10,376 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $10,376 | 10,376 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,376 | 10,376 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,376 | 10,376 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,393 | 9,393 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||