Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,894,291
+$244,599 QoQ
Shares Held
8,346
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#607
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds $3,373,407 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (56.2% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894,291 | 8,346 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,649,692 | 8,344 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,558,010 | 8,394 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,497,088 | 8,404 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||