Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,125,998
+$325,273 QoQ
Shares Held
4,961
+22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#719
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026Prosperity Consulting Group, LLC holds $1,774,237 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (63.5% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,998 | 4,961 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $800,725 | 4,050 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $688,984 | 3,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $493,804 | 2,772 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,402 | 2,494 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||