Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,762
+$5,384 QoQ
Shares Held
184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,429
of 1,586 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $48,187 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (86.7% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,762 | 184 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,378 | 184 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $34,152 | 184 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $33,134 | 186 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $28,593 | 186 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $28,497 | 186 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,937 | 182 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||