Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,930
+$1,415 QoQ
Shares Held
79
-38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,480
of 1,580 holders
Holding Since
Dec 2020
9 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, 2026Providence Capital Advisors, LLC holds $17,930 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
|
79 | $17,930 |
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,930 | 79 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $16,515 | 129 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,448 | 129 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,672 | 50 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,508 | 50 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $12,360 | 150 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,465 | 150 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $429 | 6 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $387 | 6 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||