Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,077,653
+$138,926 QoQ
Shares Held
4,748
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#729
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Dodds Wealth, LLC holds $1,077,653 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
|
4,748 | $1,077,653 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,653 | 4,748 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $938,727 | 4,748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,116,815 | 6,017 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,144,015 | 6,422 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $987,254 | 6,422 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $983,914 | 6,422 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $809,364 | 6,422 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $822,208 | 6,422 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $669,493 | 6,422 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $703,509 | 7,529 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $678,889 | 7,529 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||