Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$569,240
+$106,886 QoQ
Shares Held
2,508
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#896
of 1,580 holders
Holding Since
Mar 2020
19 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, 2026IFG Advisory, LLC holds $1,139,719 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,508 | $569,240 | |
| 2 | VTR |
Ventas, Inc.
|
3,288 | $291,974 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
3,301 | $172,147 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
2,645 | $51,603 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
460 | $21,932 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
941 | $20,137 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
629 | $12,686 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,240 | 2,508 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $462,354 | 2,491 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $443,390 | 2,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $381,557 | 2,482 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $379,654 | 2,478 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $312,176 | 2,477 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $257,184 | 2,467 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $223,351 | 2,477 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $201,523 | 2,460 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $250,838 | 3,046 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $292,361 | 3,041 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $625,520 | 7,293 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $612,808 | 7,437 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $630,313 | 7,585 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $512,369 | 7,153 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $457,186 | 7,075 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $332,302 | 6,032 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $355,470 | 6,869 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $297,753 | 6,504 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||