Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$913,554
+$117,772 QoQ
Shares Held
4,025
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#773
of 1,580 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Manske Wealth Management holds $1,752,161 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (52.1% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,554 | 4,025 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $795,782 | 4,025 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $770,281 | 4,150 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $781,322 | 4,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $699,625 | 4,551 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $711,047 | 4,641 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $770,421 | 6,113 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||