Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$849,321
-$575,574 QoQ
Shares Held
3,742
-48.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#788
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Drake & Associates, LLC holds $849,321 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
|
3,742 | $849,321 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,321 | 3,742 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,424,895 | 7,207 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,986,027 | 10,700 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,903,503 | 16,299 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,958,533 | 19,245 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,024,823 | 13,216 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,333,775 | 10,583 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $636,437 | 4,971 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $545,540 | 5,233 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $461,967 | 4,944 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $445,980 | 4,946 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||