Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$398,105
+$160,063 QoQ
Shares Held
1,754
+45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,006
of 1,580 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, 2026Asset One Wealth Management LLC holds $619,721 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,754 | $398,105 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
4,648 | $221,616 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,105 | 1,754 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $238,042 | 1,204 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $234,239 | 1,262 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||