Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$456,209
-$64,628 QoQ
Shares Held
2,010
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#969
of 1,581 holders
Holding Since
Mar 2025
3 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, 2026SMART Wealth LLC holds $456,209 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
|
2,010 | $456,209 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,209 | 2,010 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $520,837 | 3,388 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $410,909 | 2,682 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||