Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$809,375
+$120,158 QoQ
Shares Held
3,566
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#798
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,288,869 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (62.8% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,375 | 3,566 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $689,217 | 3,486 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $416,323 | 2,243 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $375,340 | 2,107 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,076 | 1,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,051 | 1,854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $223,955 | 1,777 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $216,370 | 1,690 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||