Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$326,382
+$12,221 QoQ
Shares Held
1,438
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,077
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026CAMBIENT FAMILY OFFICE, LLC holds $326,382 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
|
1,438 | $326,382 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,382 | 1,438 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $314,161 | 1,589 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $214,936 | 1,158 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||