Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,149,830
+$151,988 QoQ
Shares Held
5,066
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#712
of 1,580 holders
Holding Since
Dec 2023
10 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, 2026Premier Path Wealth Partners, LLC holds $1,465,070 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,066 | $1,149,830 | |
| 2 | VTR |
Ventas, Inc.
|
3,550 | $315,240 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,830 | 5,066 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $997,842 | 5,047 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $859,188 | 4,629 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $812,674 | 4,562 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $697,165 | 4,535 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $678,260 | 4,427 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $548,230 | 4,350 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $539,134 | 4,211 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $432,741 | 4,151 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $333,087 | 3,694 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||