Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$153,204
+$11,842 QoQ
Shares Held
675
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,321
of 1,580 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $153,204 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
|
675 | $153,204 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,204 | 675 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $141,362 | 715 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $129,927 | 700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $127,370 | 715 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $109,916 | 715 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $109,545 | 715 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $90,111 | 715 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||