Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$470,735
+$102,006 QoQ
Shares Held
2,074
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#953
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Values Added Financial LLC holds $470,735 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
|
2,074 | $470,735 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,735 | 2,074 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $368,729 | 1,865 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $329,643 | 1,776 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $316,376 | 1,776 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $253,961 | 1,652 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $221,082 | 1,443 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||