Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,665,505
+$303,086 QoQ
Shares Held
7,338
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#636
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $2,917,630 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (57.1% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,665,505 | 7,338 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,362,419 | 6,891 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,282,750 | 6,911 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,140,274 | 6,401 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $953,433 | 6,202 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $788,265 | 5,145 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $542,937 | 4,308 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||