Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,213
+$1,712 QoQ
Shares Held
45
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,505
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $12,179 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (83.9% 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 | $10,213 | 45 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,501 | 43 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,310 | 34 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,056 | 34 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $4,458 | 29 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $4,443 | 29 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $3,654 | 29 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||