Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$452,124
+$56,507 QoQ
Shares Held
1,992
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#974
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Phillips Wealth Planners LLC holds $452,124 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
|
1,992 | $452,124 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,124 | 1,992 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $395,617 | 2,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $372,519 | 2,007 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $261,153 | 1,466 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $234,284 | 1,524 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $237,781 | 1,552 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||