Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,394
-$7,425 QoQ
Shares Held
949
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,259
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026TRITONPOINT WEALTH, LLC holds $215,394 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
|
949 | $215,394 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,394 | 949 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $222,819 | 1,127 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $201,015 | 1,083 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $213,768 | 1,200 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||