Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$372,230
+$42,253 QoQ
Shares Held
1,640
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,037
of 1,581 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CAHILL FINANCIAL ADVISORS INC holds $372,230 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
|
1,640 | $372,230 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,230 | 1,640 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $329,977 | 1,669 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $319,063 | 1,719 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $306,044 | 1,718 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $263,954 | 1,717 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $262,908 | 1,716 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,141 | 1,715 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,270 | 1,822 | Shares | Sole | 2024-11-12 | |
| 2021-09-30 | $139,503 | 1,693 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||