Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$221,522
-$47,612 QoQ
Shares Held
976
-32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,238
of 1,580 holders
Holding Since
Jun 2025
4 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, 2026Werba Rubin Papier Wealth Management holds $221,522 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
|
976 | $221,522 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,522 | 976 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $269,134 | 1,450 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $247,970 | 1,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $208,611 | 1,357 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||