Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$222,202
New position
Shares Held
979
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,237
of 1,581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 89%
Shared 0%
None 11%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $222,202 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
|
979 | $222,202 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,202 | 979 | Shares | Defined | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||