Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$927,626
+$122,354 QoQ
Shares Held
4,087
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#768
of 1,581 holders
Holding Since
Sep 2023
12 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, 2026River Street Advisors LLC holds $927,626 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
|
4,087 | $927,626 |
All Filings in WELL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,626 | 4,087 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $805,272 | 4,073 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $713,299 | 3,843 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $666,243 | 3,740 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $567,878 | 3,694 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $536,847 | 3,504 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $424,090 | 3,365 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $386,778 | 3,021 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $317,337 | 3,044 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $259,856 | 2,781 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $243,459 | 2,700 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $206,602 | 2,522 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||