Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,779
+$109 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $856 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
40 | $856 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,779 | 9 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,670 | 9 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,603 | 9 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,383 | 9 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,378 | 9 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,134 | 9 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,432 | 19 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||