Sound View Wealth Advisors Group, LLC

Position in WELL — Welltower Inc.

CIK 1784777 SAVANNAH, GA

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,676,914

+$520,277 QoQ

Shares Held

16,200

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#502

of 1,581 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Real Estate · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $3,676,914 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	16,200	$3,676,914

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,676,914	16,200	+1.5%	Shares	Sole	2026-08-11
2026-03-31	$3,156,637	15,966	-1.4%	Shares	Sole	2026-05-06
2025-12-31	$3,005,025	16,190	+4.3%	Shares	Sole	2026-01-08
2025-09-30	$2,765,801	15,526	+9.2%	Shares	Sole	2025-11-10
2025-06-30	$2,185,733	14,218	+290.2%	Shares	Sole	2025-08-07
2025-03-31	$558,297	3,644	+2.0%	Shares	Sole	2025-05-08
2024-12-31	$450,053	3,571	+5.9%	Shares	Sole	2025-02-07
2024-09-30	$431,589	3,371	+54.9%	Shares	Sole	2024-11-12
2024-06-30	$226,848	2,176	-8.4%	Shares	Sole	2024-08-05
2024-03-31	$222,013	2,376	0.0%	Shares	Sole	2024-05-09
2023-12-31	$214,243	2,376	0.0%	Shares	Sole	2024-02-08
2022-12-31	$155,746	2,376	-5.8%	Shares	Sole	2024-02-13
2022-06-30	$207,686	2,522	0.0%	Shares	Sole	2022-08-05
2022-03-31	$242,465	2,522	0.0%	Shares	Sole	2022-05-11
2021-12-31	$216,311	2,522	-9.3%	Shares	Sole	2022-01-20
2021-09-30	$229,236	2,782	0.0%	Shares	Sole	2021-10-21
2021-06-30	$231,184	2,782	-1.8%	Shares	Sole	2021-07-21
2021-03-31	$202,856	2,832	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.