Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$672,285
+$75,597 QoQ
Shares Held
2,962
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#844
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $672,285 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
|
2,962 | $672,285 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,285 | 2,962 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $596,688 | 3,018 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $600,448 | 3,235 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $509,124 | 2,858 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||