Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$0
-$85 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Financial Life Planners holds $11,011 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
124 | $11,011 | |
| 2 | WELL |
Welltower Inc.
This page
|
0 | $0 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $85 | 0 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $76 | 0 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $1,638 | 13 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||