Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$655,262
+$125,597 QoQ
Shares Held
2,887
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#855
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Quotient Wealth Partners, LLC holds $655,262 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
|
2,887 | $655,262 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,262 | 2,887 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $529,665 | 2,679 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $493,722 | 2,660 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $440,362 | 2,472 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $398,621 | 2,593 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $357,132 | 2,331 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $259,873 | 2,062 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $250,810 | 1,959 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||