Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$273,044
+$35,990 QoQ
Shares Held
1,203
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,138
of 1,580 holders
Holding Since
Mar 2020
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, 2026Certified Advisory Corp holds $273,044 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
|
1,203 | $273,044 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,044 | 1,203 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $237,054 | 1,199 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $204,542 | 1,102 | Shares | Sole | 2026-01-12 | |
| 2021-03-31 | $74,208 | 1,036 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $53,457 | 1,033 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $47,199 | 1,031 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||