Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$791,898
+$119,684 QoQ
Shares Held
3,489
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#804
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $791,898 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
|
3,489 | $791,898 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,898 | 3,489 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $672,214 | 3,400 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $327,787 | 1,766 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $296,068 | 1,662 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $224,292 | 1,459 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||