Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,627,654
+$4,014,315 QoQ
Shares Held
82,071
+11.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#280
of 1,581 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, 2026GDS Wealth Management holds $18,627,654 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
|
82,071 | $18,627,654 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,627,654 | 82,071 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,613,339 | 73,913 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,589,555 | 67,828 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,358,740 | 63,763 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,618,718 | 56,064 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,418,579 | 41,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,390,585 | 26,903 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $437,094 | 3,414 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||