Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,269
+$292 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,550
of 1,581 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, 2026Three Bearings Fiduciary Advisors, Inc. holds $3,157 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
10 | $2,269 | |
| 2 | VTR |
Ventas, Inc.
|
10 | $888 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269 | 10 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,977 | 10 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $1,856 | 10 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||