Position in WELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$834,795
+$117,108 QoQ
Shares Held
3,678
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#792
of 1,577 holders
Holding Since
Jun 2025
5 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, 2026FAMILY WEALTH PARTNERS, LLC holds $1,725,814 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
10,034 | $891,019 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,678 | $834,795 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,795 | 3,678 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $717,687 | 3,630 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $662,070 | 3,567 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $635,069 | 3,565 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,447 | 2,104 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||