Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,674
+$732 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,530
of 1,581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Nova Wealth Management, Inc. holds $170,561 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (3.3% of the industry book) .
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,674 | 25 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,942 | 25 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,640 | 25 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,453 | 25 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,843 | 25 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||