Schneider Downs Wealth Management Advisors, LP
Position in WELL — Welltower Inc.
CIK 1665359
Pittsburgh, PA
Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$337,504
+$43,510 QoQ
Shares Held
1,487
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,066
of 1,581 holders
Holding Since
Mar 2022
11 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, 2026Schneider Downs Wealth Management Advisors, LP holds $337,504 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
|
1,487 | $337,504 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,504 | 1,487 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $293,994 | 1,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,002 | 1,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $264,894 | 1,487 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $228,596 | 1,487 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $239,314 | 1,562 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $295,749 | 2,310 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $240,817 | 2,310 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $215,846 | 2,310 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $208,292 | 2,310 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $214,872 | 2,235 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||