Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,171,619
+$719,654 QoQ
Shares Held
5,162
+125.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#705
of 1,580 holders
Holding Since
Mar 2020
4 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, 2026Advisory Alpha, LLC holds $1,650,679 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,162 | $1,171,619 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
22,386 | $479,060 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,619 | 5,162 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $451,965 | 2,286 | Shares | Sole | 2026-05-14 | |
| 2020-09-30 | $19,281 | 350 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $18,083 | 395 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||