Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$52,430
+$6,759 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,406
of 1,581 holders
Holding Since
Dec 2021
18 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, 2026SALEM INVESTMENT COUNSELORS INC holds $442,896 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (11.8% of the industry book) .
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,430 | 231 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $45,671 | 231 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $41,150 | 231 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $35,511 | 231 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $39,068 | 255 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29,112 | 231 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $29,574 | 231 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,081 | 231 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $21,584 | 231 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $38,322 | 425 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $18,923 | 231 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $18,685 | 231 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $16,560 | 231 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,142 | 231 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,857 | 231 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,022 | 231 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $406,768 | 4,231 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,812 | 231 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||