Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,713
+$624 QoQ
Shares Held
197
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,419
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $59,436 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
197 | $44,713 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
688 | $14,723 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,713 | 197 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $44,089 | 223 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $42,875 | 231 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $44,891 | 252 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $43,659 | 284 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $55,002 | 359 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $72,467 | 575 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $27,654 | 216 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $22,518 | 216 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,183 | 216 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $19,476 | 216 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,694 | 216 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $17,472 | 216 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $15,485 | 216 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $14,158 | 216 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $13,893 | 216 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $17,787 | 216 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $20,766 | 216 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $18,526 | 216 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $17,798 | 216 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $17,949 | 216 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $216 | 15,472 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $13,957 | 216 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $11,899 | 216 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $11,178 | 216 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $9,888 | 216 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||