Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$571,510
+$67,745 QoQ
Shares Held
2,518
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#894
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026CWA Asset Management Group, LLC holds $571,510 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
|
2,518 | $571,510 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,510 | 2,518 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $503,765 | 2,548 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $449,918 | 2,424 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $386,385 | 2,169 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $291,779 | 1,898 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $243,910 | 1,592 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||