Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,490
+$966 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,519
of 1,580 holders
Holding Since
Mar 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, 2026STANCE CAPITAL LLC holds $28,624 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
238 | $21,134 | |
| 2 | WELL |
Welltower Inc.
This page
|
33 | $7,490 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,490 | 33 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,524 | 33 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $3,082,533 | 17,304 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,458,449 | 15,992 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $1,795,008 | 11,716 | Shares | Defined | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||