Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$954,181
+$123,009 QoQ
Shares Held
4,204
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#757
of 1,581 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PANORAMIC INVESTMENT ADVISORS, LLC holds $954,181 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
|
4,204 | $954,181 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,181 | 4,204 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $831,172 | 4,204 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $789,213 | 4,252 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $757,451 | 4,252 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $653,659 | 4,252 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $697,411 | 4,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $586,291 | 4,652 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $595,595 | 4,652 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $544,288 | 5,825 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $561,308 | 6,225 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $518,144 | 6,325 | Shares | Sole | 2023-11-16 | |
| 2022-12-31 | $430,991 | 6,575 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||