Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,187
+$5,078 QoQ
Shares Held
133
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,452
of 1,581 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $46,891 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (64.4% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,187 | 133 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,109 | 127 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,356 | 142 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,295 | 142 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,829 | 142 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,755 | 142 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $17,027 | 133 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $13,239 | 127 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||