Position in WELL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$670,242
-$66,425 QoQ
Shares Held
2,953
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#846
of 1,577 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $697,966 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (96.0% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,242 | 2,953 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $736,667 | 3,726 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $762,114 | 4,106 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $793,613 | 4,455 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $824,607 | 5,364 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $835,760 | 5,455 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $610,741 | 4,846 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $565,380 | 4,416 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $206,727 | 1,983 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $104,746 | 1,121 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $77,816 | 863 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||