Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$150,027
+$19,737 QoQ
Shares Held
661
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,321
of 1,577 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $257,893 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (58.2% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,027 | 661 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $130,290 | 659 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $121,945 | 657 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $116,859 | 656 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $100,505 | 656 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,297 | 653 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $82,451 | 644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,824 | 641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,333 | 635 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $56,987 | 632 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||