Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$865,436
+$114,732 QoQ
Shares Held
3,813
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#785
of 1,581 holders
Holding Since
Mar 2020
25 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,358,983 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,813 | $865,436 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
9,464 | $493,547 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,436 | 3,813 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $750,704 | 3,797 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $706,617 | 3,807 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $677,466 | 3,803 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,329 | 3,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $603,494 | 3,939 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $499,834 | 3,966 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $561,539 | 4,386 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $373,840 | 3,586 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $333,767 | 3,572 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $323,439 | 3,587 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $253,870 | 3,099 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $250,435 | 3,096 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $218,439 | 3,047 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $208,268 | 3,238 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $260,061 | 3,158 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $271,307 | 2,822 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $241,957 | 2,821 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $232,615 | 2,823 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $255,948 | 3,080 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $220,620 | 3,080 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $213,504 | 3,304 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $208,019 | 3,776 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $283,848 | 5,485 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $252,797 | 5,522 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||