Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$525,662
+$136,372 QoQ
Shares Held
2,316
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#919
of 1,581 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, 2026Wealth Science Advisors LLC holds $525,662 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
|
2,316 | $525,662 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,662 | 2,316 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $389,290 | 1,969 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $365,466 | 1,969 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||