Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$28,597
-$206,676 QoQ
Shares Held
126
-89.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,450
of 1,577 holders
Holding Since
Mar 2025
6 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, 2026Ascentis Wealth Management, LLC holds $361,044 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (7.9% 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 | $28,597 | 126 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $235,273 | 1,190 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $170,937 | 921 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $172,250 | 967 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $87,466 | 569 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $91,768 | 599 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||