Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$196,329
+$30,451 QoQ
Shares Held
865
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,301
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $290,597 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
865 | $196,329 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
939 | $48,968 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
1,042 | $20,329 | |
| 4 | VTR |
Ventas, Inc.
|
65 | $5,772 | |
| 5 | DHC |
Diversified Healthcare Trust
|
434 | $4,036 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
85 | $3,429 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
170 | $3,428 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
113 | $2,418 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,329 | 865 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $165,878 | 839 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $151,828 | 818 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $142,690 | 801 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $97,003 | 631 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $94,224 | 615 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $77,508 | 615 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||