Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$93,284
+$71,339 QoQ
Shares Held
411
+270.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,361
of 1,581 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, 2026Fourth Dimension Wealth, LLC holds $99,322 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
411 | $93,284 | |
| 2 | VTR |
Ventas, Inc.
|
68 | $6,038 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,284 | 411 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $21,945 | 111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $328,715 | 1,771 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $314,417 | 1,765 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $270,257 | 1,758 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,006 | 111 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,989 | 111 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||