Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$838,200
+$84,925 QoQ
Shares Held
3,693
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#790
of 1,581 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, 2026Madden Advisory Services, Inc. holds $838,200 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
|
3,693 | $838,200 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,200 | 3,693 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $753,275 | 3,810 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $901,693 | 4,858 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $888,918 | 4,990 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $808,773 | 5,261 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $862,112 | 5,627 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $738,409 | 5,859 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $802,748 | 6,270 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $678,250 | 6,506 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $607,920 | 6,506 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $597,195 | 6,623 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $579,092 | 7,069 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $606,917 | 7,503 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $556,529 | 7,763 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $508,864 | 7,763 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $499,316 | 7,763 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $639,283 | 7,763 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $754,506 | 7,848 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $674,838 | 7,868 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $650,218 | 7,891 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $673,941 | 8,110 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $594,529 | 8,300 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $544,100 | 8,420 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $464,684 | 8,435 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $440,910 | 8,520 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $757,659 | 16,550 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||