Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$524,981
+$115,722 QoQ
Shares Held
2,313
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#920
of 1,581 holders
Holding Since
Mar 2020
9 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, 2026SMITH, MOORE & CO. holds $866,146 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,313 | $524,981 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
6,542 | $341,165 |
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,981 | 2,313 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $409,259 | 2,070 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $348,018 | 1,875 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $333,478 | 1,872 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,138 | 1,458 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,920 | 1,455 | Shares | Sole | 2025-05-15 | |
| 2020-09-30 | $218,542 | 3,967 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $235,617 | 4,553 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $218,462 | 4,772 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||