Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$509,547
-$58,473 QoQ
Shares Held
2,245
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#927
of 1,581 holders
Holding Since
Dec 2020
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, 2026CHILDRESS CAPITAL ADVISORS, LLC holds $878,087 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (58.0% 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 | $509,547 | 2,245 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $568,020 | 2,873 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $752,834 | 4,056 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $539,764 | 3,030 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $382,172 | 2,486 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $326,490 | 2,131 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $271,216 | 2,152 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $265,790 | 2,076 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $215,484 | 2,067 | Shares | Sole | 2024-08-05 | |
| 2020-12-31 | $51,631 | 799 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||