Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$83,751
+$10,797 QoQ
Shares Held
369
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,367
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Copia Wealth Management holds $83,751 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
|
369 | $83,751 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,751 | 369 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $72,954 | 369 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $61,808 | 333 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59,320 | 333 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $51,192 | 333 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||