Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$680
-$1,992 QoQ
Shares Held
3
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,575
of 1,580 holders
Holding Since
Dec 2023
9 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, 2026Trifecta Capital Advisors, LLC holds $680 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 | $680 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680 | 3 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $2,672 | 15 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,305 | 15 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,298 | 15 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,890 | 15 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,920 | 15 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,563 | 15 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,401 | 15 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,352 | 15 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||