Baltimore-Washington Financial Advisors, Inc.
Position in WELL — Welltower Inc.
CIK 1555486
Columbia, MD
Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$443,045
+$52,766 QoQ
Shares Held
1,952
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#983
of 1,580 holders
Holding Since
Mar 2023
14 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, 2026Baltimore-Washington Financial Advisors, Inc. holds $443,045 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
|
1,952 | $443,045 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,045 | 1,952 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $390,279 | 1,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,394 | 1,974 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $369,106 | 2,072 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,521 | 2,137 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $327,409 | 2,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $269,326 | 2,137 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $273,600 | 2,137 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,867 | 2,157 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $201,550 | 2,157 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $302,430 | 3,354 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $274,759 | 3,354 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $271,305 | 3,354 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $380,888 | 5,313 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||