Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,177,550
+$229,909 QoQ
Shares Held
9,594
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#581
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026American Financial Advisors, LLC holds $2,177,550 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
|
9,594 | $2,177,550 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,177,550 | 9,594 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,947,641 | 9,851 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,939,438 | 10,449 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,935,134 | 10,863 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,029,697 | 13,203 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,032,483 | 13,266 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,712,117 | 13,585 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,734,294 | 13,546 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,418,738 | 13,609 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,330,398 | 14,238 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,299,079 | 14,407 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,291,796 | 15,769 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,334,199 | 16,494 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,187,903 | 16,570 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,087,605 | 16,592 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,070,992 | 16,651 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,375,739 | 16,706 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,885,882 | 19,616 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,908,125 | 22,247 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,641,167 | 32,053 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,156,802 | 37,988 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,805,200 | 53,123 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,253,303 | 205,096 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,864,072 | 215,358 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,520,636 | 222,621 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $9,402,296 | 205,380 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||