Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$995,490
+$128,334 QoQ
Shares Held
4,386
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#751
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026ProVise Management Group, LLC holds $1,341,870 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,386 | $995,490 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
6,642 | $346,380 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,490 | 4,386 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $867,156 | 4,386 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $905,219 | 4,877 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $869,501 | 4,881 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $750,356 | 4,881 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $846,485 | 5,525 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $907,416 | 7,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,482,843 | 11,582 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,218,891 | 11,692 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,138,659 | 12,186 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,289,250 | 14,298 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,191,772 | 14,548 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,231,873 | 15,229 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,091,767 | 15,229 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,250,628 | 19,079 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,440,960 | 22,403 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,847,522 | 22,435 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,173,917 | 22,612 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,951,953 | 22,758 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,887,207 | 22,903 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,901,411 | 22,881 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,658,807 | 23,158 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,502,931 | 23,258 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,316,540 | 23,898 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,249,917 | 24,153 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,478,098 | 32,287 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||