Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,932,195
+$297,134 QoQ
Shares Held
8,513
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#603
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $1,932,195 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
|
8,513 | $1,932,195 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,195 | 8,513 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,635,061 | 8,270 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,540,191 | 8,298 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,600,231 | 8,983 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,380,034 | 8,977 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,386,397 | 9,049 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,140,319 | 9,048 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,160,335 | 9,063 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $944,713 | 9,062 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $846,659 | 9,061 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $807,201 | 8,952 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||