Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,726
+$142,509 QoQ
Shares Held
902
+30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,288
of 1,581 holders
Holding Since
Dec 2023
2 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, 2026LM Advisors LLC holds $204,726 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
|
902 | $204,726 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,726 | 902 | Shares | Sole | 2026-08-12 | |
| 2023-12-31 | $62,217 | 690 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||