Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$252,390
+$27,199 QoQ
Shares Held
1,112
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,173
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026AVISO WEALTH MANAGEMENT holds $2,031,134 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHP |
National Healthcare Properties, Inc.
|
121,416 | $1,778,744 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,112 | $252,390 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,390 | 1,112 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $225,191 | 1,139 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||