Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,716
+$3,169 QoQ
Shares Held
34
+47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,518
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, 2026Millstone Evans Group, LLC holds $15,188 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (50.8% 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 | $7,716 | 34 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,547 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,269 | 23 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,097 | 23 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,535 | 23 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,523 | 23 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,898 | 23 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||