Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$666,156
+$178,604 QoQ
Shares Held
2,935
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#851
of 1,581 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $666,156 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
|
2,935 | $666,156 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,156 | 2,935 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $487,552 | 2,466 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $439,895 | 2,370 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $398,142 | 2,235 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $322,679 | 2,099 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $326,643 | 2,132 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $274,997 | 2,182 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $137,297 | 1,317 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||