Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,000,483
+$776,873 QoQ
Shares Held
4,408
+289.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#749
of 1,581 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $1,000,483 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
|
4,408 | $1,000,483 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,483 | 4,408 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $223,610 | 1,131 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $211,038 | 1,137 | Shares | Sole | 2026-02-19 | |
| 2025-06-30 | $1,031,989 | 6,713 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,005,670 | 6,564 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||