Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,584,202
+$644,581 QoQ
Shares Held
33,415
-4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#390
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, 2026ASSET PLANNING SERVICES INC /LA/ /ADV holds $7,584,202 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
33,415 | $7,584,202 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,584,202 | 33,415 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,939,621 | 35,100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,502,846 | 35,035 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||