Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$657,986
+$85,221 QoQ
Shares Held
2,899
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#854
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $3,133,374 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
27,876 | $2,475,388 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,899 | $657,986 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,986 | 2,899 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $572,765 | 2,897 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $536,598 | 2,891 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||