New England Capital Financial Advisors LLC
Position in WELL — Welltower Inc.
CIK 1964652
MERIDEN, CT
Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,867
+$3,979 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,446
of 1,577 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $92,550 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (33.4% of the industry book) .
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,867 | 136 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $26,888 | 136 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,242 | 136 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,227 | 136 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,907 | 136 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,209 | 34 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,285 | 34 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,353 | 34 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,544 | 34 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,176 | 34 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,065 | 34 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,785 | 34 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,750 | 34 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,437 | 34 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,228 | 34 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||