Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,482
-$368 QoQ
Shares Held
55
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,493
of 1,577 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Aspect Partners, LLC holds $17,018 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (73.3% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,482 | 55 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,850 | 65 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $11,878 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,975 | 56 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,917 | 45 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,894 | 45 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $5,293 | 42 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $5,377 | 42 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $4,378 | 42 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $1,027 | 11 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $1,803 | 20 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||