Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$502,965
+$66,224 QoQ
Shares Held
2,216
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#932
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $502,965 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,216 | $502,965 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,965 | 2,216 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $436,741 | 2,209 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $408,527 | 2,201 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $390,661 | 2,193 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $335,592 | 2,183 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $332,925 | 2,173 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $272,728 | 2,164 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $275,648 | 2,153 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $223,199 | 2,141 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||