Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,017,506
+$150,548 QoQ
Shares Held
4,483
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#741
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $1,017,506 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
|
4,483 | $1,017,506 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,506 | 4,483 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $866,958 | 4,385 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $819,096 | 4,413 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $971,575 | 5,454 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $887,329 | 5,772 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,060,213 | 6,920 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $904,391 | 7,176 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||