Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$309,133
+$40,446 QoQ
Shares Held
1,362
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,098
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Drucker Wealth 3.0, LLC holds $309,133 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
|
1,362 | $309,133 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,133 | 1,362 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $268,687 | 1,359 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $247,788 | 1,335 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $236,926 | 1,330 | Shares | Other | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||