Patriot Financial Group Insurance Agency, LLC
InsurancePosition in WELL — Welltower Inc.
CIK 1694883
Westborough, MA
Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,489,831
-$909,182 QoQ
Shares Held
6,564
-45.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#650
of 1,581 holders
Holding Since
Mar 2020
13 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, 2026Patriot Financial Group Insurance Agency, LLC holds $1,489,831 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
|
6,564 | $1,489,831 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,831 | 6,564 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,399,013 | 12,134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $660,957 | 3,561 | Shares | Sole | 2026-01-26 | |
| 2022-06-30 | $29,151 | 354 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $39,609 | 412 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $42,198 | 492 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $39,000 | 4,699 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $48,945 | 589 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $67,117 | 937 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $66,687 | 1,032 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $26,718 | 485 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $20,648 | 399 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $13,184 | 288 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||