Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,394
+$5,852 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,411
of 1,577 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $111,180 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (40.8% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,394 | 200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,542 | 200 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $37,122 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $35,628 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $30,746 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $30,642 | 200 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $25,206 | 200 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $25,606 | 200 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $20,850 | 200 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $18,688 | 200 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $18,034 | 200 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||