CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WELL — Welltower Inc.
CIK 1766904
RICHMOND, VA
Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$546,994
+$51,733 QoQ
Shares Held
2,410
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#904
of 1,581 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $546,994 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
|
2,410 | $546,994 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,994 | 2,410 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $495,261 | 2,505 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $436,367 | 2,351 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $380,327 | 2,135 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $288,702 | 1,878 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $272,865 | 1,781 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $220,551 | 1,750 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $419,297 | 3,275 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $323,278 | 3,101 | Shares | Other | 2024-07-22 | |
| 2023-09-30 | $108,461 | 1,324 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $118,827 | 1,469 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $105,312 | 1,469 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $96,292 | 1,469 | Shares | Defined | 2023-02-14 | |
| 2020-12-31 | $296,799 | 4,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $112,163 | 2,036 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||