Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,457,858
+$255,962 QoQ
Shares Held
10,829
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#561
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026Snowden Capital Advisors LLC holds $3,847,460 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (63.9% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457,858 | 10,829 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,201,896 | 11,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,869,092 | 10,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,685,026 | 9,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,503,018 | 9,777 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,456,873 | 9,509 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,337,430 | 10,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,365,055 | 10,662 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,189,492 | 11,410 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,115,019 | 11,933 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $960,851 | 10,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $808,550 | 9,870 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $781,154 | 9,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $771,241 | 10,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $651,304 | 9,936 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $577,014 | 8,971 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $673,458 | 8,178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $751,045 | 7,812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $364,865 | 4,254 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $673,702 | 8,176 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $1,002,601 | 12,065 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $922,594 | 12,880 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $762,580 | 11,801 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $628,797 | 11,414 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $635,852 | 12,287 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $984,956 | 21,515 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||