Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,618,098
+$421,145 QoQ
Shares Held
11,535
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.54%
of 13F equity value
Holder Rank
#551
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, 2026High Point Wealth Management, LLC holds $2,618,098 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
|
11,535 | $2,618,098 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,098 | 11,535 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,196,953 | 11,112 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,742,877 | 9,390 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||