Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$561,977
+$72,250 QoQ
Shares Held
2,476
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#899
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, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $561,977 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
|
2,476 | $561,977 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,977 | 2,476 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $489,727 | 2,477 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $459,570 | 2,476 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $441,252 | 2,477 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $380,635 | 2,476 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $379,347 | 2,476 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $312,050 | 2,476 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||