Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,154
-$32,264 QoQ
Shares Held
992
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,226
of 1,580 holders
Holding Since
Sep 2024
4 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, 2026EARNED WEALTH ADVISORS, LLC holds $225,154 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
|
992 | $225,154 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,154 | 992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $257,418 | 1,302 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $212,709 | 1,146 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $6,529 | 51 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||