Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,034,009
+$4,284,336 QoQ
Shares Held
61,832
+25.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#308
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $19,411,093 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (72.3% of the industry book) .
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,034,009 | 61,832 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,749,673 | 49,313 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,968,051 | 42,929 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,341,405 | 46,825 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,613,618 | 43,021 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,837,147 | 38,099 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,636,391 | 36,788 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,104,897 | 32,062 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,633,112 | 34,850 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,066,887 | 32,822 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,655,596 | 29,451 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,037,022 | 24,866 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,842,674 | 22,780 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,444,553 | 20,150 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,195,500 | 18,238 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $981,394 | 15,258 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $732,173 | 8,891 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $895,351 | 9,313 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $817,902 | 9,536 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||