Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$546,997
+$108,872 QoQ
Shares Held
2,410
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#903
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026EVERPAR ADVISORS LLC holds $546,997 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
|
2,410 | $546,997 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,997 | 2,410 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $438,125 | 2,216 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $319,063 | 1,719 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||