Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$53,381
New position
Shares Held
270
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Global Assets Advisory, LLC holds $395,604 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,455 | $395,604 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,381 | 270 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||