Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,640
+$3,950 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,451
of 1,581 holders
Holding Since
Mar 2020
7 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $46,365 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (66.1% 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 | $30,640 | 135 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,690 | 135 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,087 | 119 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,336 | 131 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,677 | 128 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,610 | 128 | Shares | Sole | 2025-05-09 | |
| 2020-03-31 | $29,757 | 650 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||