Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,656
-$3,938 QoQ
Shares Held
150
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $539,594 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
11,317 | $539,594 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,656 | 150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,594 | 181 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $30,640 | 172 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,594 | 173 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,504 | 173 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||