Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,034,529
-$7,007 QoQ
Shares Held
4,558
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#735
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $1,771,254 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (58.4% 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 | $1,034,529 | 4,558 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,041,536 | 5,268 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $954,592 | 5,143 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $836,723 | 4,697 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $712,692 | 4,636 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $692,662 | 4,521 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $462,404 | 3,669 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $215,218 | 1,681 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||