Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,263
+$937 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,520
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $7,263 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
|
32 | $7,263 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,263 | 32 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,326 | 32 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,939 | 32 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||