Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$120,521
+$16,131 QoQ
Shares Held
531
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,342
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $152,960 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (78.8% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,521 | 531 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $104,390 | 528 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $95,032 | 512 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $90,851 | 510 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $78,094 | 508 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $77,830 | 508 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $63,645 | 505 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,655 | 505 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $86,527 | 830 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $78,489 | 840 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $83,407 | 925 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $61,030 | 745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $42,467 | 525 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $35,845 | 500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $32,775 | 500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $32,160 | 500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $41,175 | 500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $48,070 | 500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $42,885 | 500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,200 | 500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $41,550 | 500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $35,815 | 500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $32,310 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,281 | 350 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,350 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,156 | 200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||