Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$346,356
+$45,640 QoQ
Shares Held
1,526
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,060
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Challenger Wealth Management holds $346,356 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
|
1,526 | $346,356 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,356 | 1,526 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $300,716 | 1,521 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $278,786 | 1,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $266,497 | 1,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $229,057 | 1,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,210 | 1,483 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||