Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$37,903
+$8,840 QoQ
Shares Held
167
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,435
of 1,580 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $162,699 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (23.3% of the industry book) .
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,903 | 167 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $29,063 | 147 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $28,769 | 155 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $25,474 | 143 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,293 | 119 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,231 | 119 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,603 | 100 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,602 | 75 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,880 | 66 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $934 | 10 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $901 | 10 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $819 | 10 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $808 | 10 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $716 | 10 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $655 | 10 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $257 | 4 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||