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Princeton Global Asset Management LLC

Position in WELL — Welltower Inc.

CIK 1767349 PRINCETON, NJ

Position in WELL

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$208,812
+$4,578 QoQ
Shares Held
920
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,281
of 1,580 holders
Holding Since
Dec 2021
18 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, 2026

Princeton Global Asset Management LLC holds $212,963 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (98.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page
920 $208,812

All Filings in WELL

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $208,812 920
2026-03-31 $204,234 1,033
2025-12-31 $197,489 1,064
2025-09-30 $178,318 1,001
2025-06-30 $154,806 1,007
2025-03-31 $105,868 691
2024-12-31 $104,478 829
2024-09-30 $106,136 829
2024-06-30 $36,487 350
2024-03-31 $32,704 350
2023-09-30 $3,031 37
2023-06-30 $2,992 37
2023-03-31 $2,652 37
2022-12-31 $2 37
2022-09-30 $2,379 37
2022-06-30 $3,046 37
2022-03-31 $3,557 37
2021-12-31 $3,173 37