Position in WELL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$432,391
+$3,261 QoQ
Shares Held
2,187
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 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 Mar 31, 2026GM Advisory Group, LLC holds $432,391 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
|
2,187 | $432,391 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,391 | 2,187 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $429,130 | 2,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,450 | 2,102 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $322,833 | 2,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $321,741 | 2,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $252,060 | 2,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $256,060 | 2,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $208,500 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $209,104 | 2,175 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||