Position in WELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$12,029
-$9,521 QoQ
Shares Held
53
-51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,499
of 1,581 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $228,346 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (5.3% of the industry book) .
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,029 | 53 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $21,550 | 109 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $18,932 | 102 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $18,170 | 102 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,680 | 102 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $15,627 | 102 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,879 | 126 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $13,571 | 106 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,050 | 106 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,465 | 112 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $9,558 | 106 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $8,683 | 106 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $8,736 | 108 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $4,588 | 64 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,687 | 41 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,122 | 33 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||