Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,406,001
+$6,026,003 QoQ
Shares Held
28,224
+1368.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#409
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $7,077,008 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (90.5% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,406,001 | 28,224 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $379,998 | 1,922 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $340,594 | 1,835 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $321,186 | 1,803 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $278,866 | 1,814 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $285,277 | 1,862 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $222,442 | 1,765 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $224,948 | 1,757 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||