Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,148,468
+$148,056 QoQ
Shares Held
5,060
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#713
of 1,581 holders
Holding Since
Dec 2021
17 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, 2026Benchmark Investment Advisors LLC holds $1,874,664 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (61.3% of the industry book) .
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,468 | 5,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,000,412 | 5,060 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $901,388 | 5,060 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $775,242 | 5,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $637,711 | 5,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $647,831 | 5,060 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $527,505 | 5,060 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $472,806 | 5,060 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $456,260 | 5,060 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $414,515 | 5,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $409,303 | 5,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $362,751 | 5,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $331,683 | 5,060 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $325,459 | 5,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $416,691 | 5,060 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $486,468 | 5,060 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $433,996 | 5,060 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||