Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,305
+$1,199 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,511
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Strategic Advocates LLC holds $9,305 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
|
41 | $9,305 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,305 | 41 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,106 | 41 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,610 | 41 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,303 | 41 | Shares | Sole | 2025-11-26 | |
| No filing history on record for this holder in this stock. | ||||||