First Affirmative Financial Network
Position in WELL — Welltower Inc.
CIK 1656282
COLORADO SPRINGS, CO
Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$647,104
+$311,667 QoQ
Shares Held
3,273
+73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 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, 2026First Affirmative Financial Network holds $1,414,336 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (45.8% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,104 | 3,273 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $335,437 | 1,883 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $294,392 | 1,915 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $289,107 | 1,887 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $266,931 | 2,118 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $235,319 | 1,838 | Shares | Sole | 2024-10-10 | |
| 2022-06-30 | $240,462 | 2,920 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $304,379 | 3,166 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $272,748 | 3,180 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $248,765 | 3,019 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||