Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$585,582
+$78,852 QoQ
Shares Held
2,580
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#890
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026QTR Family Wealth, LLC holds $888,012 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (65.9% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,582 | 2,580 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $506,730 | 2,563 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $480,173 | 2,587 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $458,354 | 2,573 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $291,625 | 1,897 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $261,223 | 1,705 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||