Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$630,295
-$12,460 QoQ
Shares Held
2,777
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#865
of 1,577 holders
Holding Since
Dec 2023
11 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, 2026Focus Partners Advisor Solutions, LLC holds $2,761,012 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (22.8% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,295 | 2,777 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $642,755 | 3,251 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $836,358 | 4,506 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,269,247 | 7,125 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,181,107 | 7,683 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,067,107 | 6,965 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $718,244 | 5,699 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $707,365 | 5,525 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $402,405 | 3,860 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $369,835 | 3,958 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $367,623 | 4,077 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||