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MCF Advisors LLC

Position in WELL — Welltower Inc.

CIK 1602905 LEXINGTON, KY

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$166,822
+$51,953 QoQ
Shares Held
735
+26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,317
of 1,580 holders
Holding Since
Sep 2021
19 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, 2026

MCF Advisors LLC holds $762,732 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (21.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WELL
Welltower Inc.
This page
735 $166,822

All Filings in WELL

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $166,822 735
2026-03-31 $114,869 581
2025-12-31 $104,312 562
2025-09-30 $93,167 523
2025-06-30 $76,865 500
2025-03-31 $76,605 500
2024-12-31 $66,039 524
2024-09-30 $67,087 524
2024-06-30 $55,044 528
2024-03-31 $49,336 528
2023-12-31 $47,249 524
2023-09-30 $42,926 524
2023-06-30 $1,941 24
2023-03-31 $1,720 24
2022-12-31 $1,573 24
2022-09-30 $900 14
2022-06-30 $1,152 14
2022-03-31 $1,345 14
2021-09-30 $1,153 14