Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$372,684
+$49,231 QoQ
Shares Held
1,642
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,035
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Sovran Advisors, LLC holds $372,684 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
|
1,642 | $372,684 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,684 | 1,642 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $323,453 | 1,636 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $260,596 | 1,404 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $236,213 | 1,326 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $214,760 | 1,397 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||