Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,716
+$2,576 QoQ
Shares Held
34
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,516
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $9,976 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (77.3% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,716 | 34 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,140 | 26 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,340 | 18 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,959 | 11 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,998 | 13 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,532 | 10 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||