Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$930,577
+$191,933 QoQ
Shares Held
4,100
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#767
of 1,581 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,886,081 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (49.3% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,577 | 4,100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $738,644 | 3,736 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $649,635 | 3,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $495,941 | 2,784 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $1,267,158 | 12,155 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,125,204 | 12,042 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||