Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,645,819
-$971,302 QoQ
Shares Held
16,063
-31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#504
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026Private Advisor Group, LLC holds $8,627,589 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
16,063 | $3,645,819 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
28,155 | $1,468,283 | |
| 3 | NHI |
National Health Investors Inc
|
15,171 | $1,156,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
20,205 | $963,374 | |
| 5 | VTR |
Ventas, Inc.
|
6,298 | $559,262 | |
| 6 | MPT |
Medical Properties Trust Inc
|
83,353 | $385,090 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
11,445 | $244,923 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
10,109 | $203,898 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,645,819 | 16,063 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,617,121 | 23,353 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,347,171 | 23,421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,938,140 | 22,107 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,874,443 | 18,698 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,766,819 | 18,059 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,412,592 | 19,143 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,511,436 | 19,616 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,076,451 | 19,918 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,059,697 | 22,043 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,227,559 | 24,704 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,061,680 | 25,167 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,025,485 | 25,040 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,844,655 | 25,731 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,781,255 | 27,174 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,792,405 | 27,867 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,000,339 | 36,434 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,689,660 | 38,378 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,179,751 | 37,073 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,630,715 | 56,198 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,541,198 | 30,580 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,976,486 | 27,593 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,100,150 | 32,500 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $1,836,700 | 33,340 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,779,993 | 34,396 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,602,116 | 34,996 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||