Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,810,115
+$1,732,398 QoQ
Shares Held
12,381
+127.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#544
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Park Edge Advisors, LLC holds $2,810,115 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
|
12,381 | $2,810,115 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,810,115 | 12,381 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,077,717 | 5,451 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $974,081 | 5,248 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||