Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,077,653
+$145,846 QoQ
Shares Held
4,748
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#730
of 1,580 holders
Holding Since
Jun 2023
13 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, 2026PDS Planning, Inc holds $1,366,359 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (78.9% of the industry book) .
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,653 | 4,748 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $931,807 | 4,713 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $849,722 | 4,578 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $770,633 | 4,326 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $655,965 | 4,267 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $566,723 | 3,699 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $435,685 | 3,457 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $444,392 | 3,471 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $359,871 | 3,452 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $315,079 | 3,372 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $294,946 | 3,271 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $265,420 | 3,240 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $254,399 | 3,145 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||