Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,642,217
+$666,665 QoQ
Shares Held
20,453
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#459
of 1,581 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, 2026Asset Planning,Inc holds $5,295,219 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (87.7% 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 | $4,642,217 | 20,453 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,975,552 | 20,108 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,694,010 | 19,902 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,582,573 | 20,111 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,105,960 | 20,204 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,124,871 | 20,396 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,594,705 | 20,588 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||