Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$750,362
-$76,263 QoQ
Shares Held
3,306
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#814
of 1,577 holders
Holding Since
Jun 2023
13 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, 2026Balboa Wealth Partners holds $750,362 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
|
3,306 | $750,362 |
All Filings in WELL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,362 | 3,306 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $826,625 | 4,181 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $639,797 | 3,447 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $628,656 | 3,529 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $552,505 | 3,594 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $475,870 | 3,106 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $317,973 | 2,523 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $481,136 | 3,758 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $274,386 | 2,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,868 | 2,642 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $256,623 | 2,846 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $284,672 | 3,475 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $229,889 | 2,842 | Shares | Defined | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||