Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,134
+$146 QoQ
Shares Held
5
-58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,566
of 1,580 holders
Holding Since
Jun 2022
2 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, 2026Morton Brown Family Wealth, LLC holds $1,666 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5 | $1,134 | |
| 2 | VTR |
Ventas, Inc.
|
6 | $532 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Sole | 2026-07-21 | |
| 2022-06-30 | $988 | 12 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||