Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,340,030
+$724,362 QoQ
Shares Held
5,904
+89.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#679
of 1,581 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,340,030 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
|
5,904 | $1,340,030 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,030 | 5,904 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $615,668 | 3,114 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $577,989 | 3,114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $555,262 | 3,117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $476,563 | 3,100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $383,025 | 2,500 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $315,075 | 2,500 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $320,075 | 2,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $263,752 | 2,530 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $233,600 | 2,500 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $225,425 | 2,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $286,720 | 3,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $283,115 | 3,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $250,915 | 3,500 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $229,425 | 3,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||