Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,495,732
+$184,717 QoQ
Shares Held
6,590
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#649
of 1,580 holders
Holding Since
Sep 2023
10 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,495,732 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
|
6,590 | $1,495,732 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,732 | 6,590 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,311,015 | 6,631 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,225,768 | 6,604 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,169,489 | 6,565 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $475,486 | 3,093 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $472,806 | 3,086 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $511,681 | 4,060 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $489,245 | 4,693 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $549,586 | 6,095 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $556,564 | 6,794 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||