Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$240,588
+$28,841 QoQ
Shares Held
1,060
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,192
of 1,580 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, 2026Westfuller Advisors, LLC holds $250,473 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (96.1% of the industry book) .
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,588 | 1,060 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $211,747 | 1,071 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $195,261 | 1,052 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $189,540 | 1,064 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||