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Legacy Wealth Managment, LLC/ID

Position in WELL — Welltower Inc.

CIK 2045082 BOISE, ID

Position in WELL

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$5,535
+$2,380 QoQ
Shares Held
28
+64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

All Filings in WELL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,535 28
2025-12-31 $3,155 17