Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$850,683
+$81,789 QoQ
Shares Held
3,748
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#787
of 1,580 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $850,683 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
|
3,748 | $850,683 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,683 | 3,748 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $768,894 | 3,889 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $724,435 | 3,903 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,219,012 | 6,843 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,063,657 | 6,919 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $900,568 | 5,878 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $339,020 | 2,690 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $353,490 | 2,761 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $284,811 | 2,732 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $234,160 | 2,506 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||