Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,009,849
+$712,657 QoQ
Shares Held
13,261
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#534
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Savvy Advisors, Inc. holds $4,024,623 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (74.8% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,009,849 | 13,261 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,297,192 | 11,619 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,610,537 | 8,677 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,444,893 | 8,111 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $591,245 | 3,846 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $479,240 | 3,128 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $352,379 | 2,796 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||