Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$961,898
+$176,594 QoQ
Shares Held
4,238
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#756
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Valued Retirements, Inc. holds $961,898 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
|
4,238 | $961,898 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,898 | 4,238 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $785,304 | 3,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $647,407 | 3,488 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $517,318 | 2,904 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $446,431 | 2,904 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,003 | 1,808 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $225,593 | 1,790 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $229,173 | 1,790 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||