Atlantic Edge Private Wealth Management, LLC
Position in WELL — Welltower Inc.
CIK 2011145
JACKSONVILLE, FL
Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$39,946
+$5,150 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,431
of 1,581 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $175,118 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
2,835 | $135,172 | |
| 2 | WELL |
Welltower Inc.
This page
|
176 | $39,946 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,946 | 176 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,796 | 176 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $34,523 | 186 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $31,352 | 176 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,519 | 166 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,432 | 166 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,920 | 166 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $21,252 | 166 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,305 | 166 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,511 | 166 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,968 | 166 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||