Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$594,661
+$342,977 QoQ
Shares Held
2,620
+105.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#887
of 1,581 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $1,114,811 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (53.3% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,661 | 2,620 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $251,684 | 1,273 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 | $354,515 | 2,769 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $289,189 | 2,774 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $266,397 | 2,851 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $284,215 | 3,152 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $258,211 | 3,152 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $280,769 | 3,471 | Shares | Sole | 2024-04-23 | |
| 2022-03-31 | $205,451 | 2,137 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $225,575 | 2,630 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $213,333 | 2,589 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||