Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$497,745
+$87,300 QoQ
Shares Held
2,193
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#938
of 1,581 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $497,745 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
|
2,193 | $497,745 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,745 | 2,193 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $410,445 | 2,076 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $458,827 | 2,472 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||