Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,030,216
+$111,458 QoQ
Shares Held
4,539
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#738
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, 2026LongView Wealth Management holds $1,030,216 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
|
4,539 | $1,030,216 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,216 | 4,539 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $918,758 | 4,647 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $871,067 | 4,693 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $882,149 | 4,952 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $750,048 | 4,879 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $746,285 | 4,871 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $627,377 | 4,978 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $658,586 | 5,144 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $548,146 | 5,258 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $478,039 | 5,116 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $451,932 | 5,012 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||