Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$326,836
+$42,530 QoQ
Shares Held
1,440
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,076
of 1,580 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, 2026One Degree Advisors Inc holds $326,836 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
|
1,440 | $326,836 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,836 | 1,440 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $284,306 | 1,438 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $266,907 | 1,438 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $335,437 | 1,883 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $291,472 | 1,896 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $290,486 | 1,896 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $270 | 1,885 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $245,177 | 1,915 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||