Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$385,168
-$11,240 QoQ
Shares Held
1,697
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,019
of 1,580 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, 2026Whipplewood Advisors, LLC holds $387,565 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,697 | $385,168 | |
| 2 | VTR |
Ventas, Inc.
|
27 | $2,397 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,168 | 1,697 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $396,408 | 2,005 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $506,158 | 2,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $482,046 | 2,706 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $430,443 | 2,800 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $11,950 | 2,765 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $366,620 | 2,909 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||