Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$123,698
+$15,947 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,341
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, 2026Ares Financial Consulting, LLC holds $151,617 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (81.6% of the industry book) .
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,698 | 545 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $107,751 | 545 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $23,015 | 124 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||