Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$280,080
+$31,559 QoQ
Shares Held
1,234
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,128
of 1,580 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, 2026Greykasell Wealth Strategies, Inc. holds $286,473 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,234 | $280,080 | |
| 2 | VTR |
Ventas, Inc.
|
72 | $6,393 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,080 | 1,234 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $248,521 | 1,257 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $217,906 | 1,174 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $209,136 | 1,174 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $176,943 | 1,151 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $176,344 | 1,151 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||