Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,848,443
+$267,554 QoQ
Shares Held
8,144
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#612
of 1,577 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $2,858,031 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (64.7% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,848,443 | 8,144 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,580,889 | 7,996 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $321,476 | 1,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,268 | 2,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,511 | 1,558 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $255,401 | 1,667 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||