Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,293,275
-$90,299 QoQ
Shares Held
5,698
-18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#688
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, 2026Morey & Quinn Wealth Partners, LLC holds $1,293,275 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
|
5,698 | $1,293,275 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,293,275 | 5,698 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,383,574 | 6,998 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,298,898 | 6,998 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,246,623 | 6,998 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,079,030 | 7,019 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,194,425 | 7,796 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $961,734 | 7,631 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||