Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,588
+$205 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,560
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, 2026Godfrey Financial Associates, Inc. holds $4,330 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (36.7% of the industry book) .
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588 | 7 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,383 | 7 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,113 | 6 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||