Smallwood Wealth Investment Management, LLC
Position in WELL — Welltower Inc.
CIK 1921304
RED BANK, NJ
Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$44,259
+$3,334 QoQ
Shares Held
195
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,420
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $44,259 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
|
195 | $44,259 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,259 | 195 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $40,925 | 207 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,421 | 207 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $34,737 | 195 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,440 | 185 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $28,343 | 185 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||