Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$718,133
+$177,990 QoQ
Shares Held
3,164
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#827
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, 2026Maia Wealth LLC holds $718,133 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
|
3,164 | $718,133 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,133 | 3,164 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $540,143 | 2,732 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $394,050 | 2,123 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $311,745 | 1,750 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||