CBIZ Investment Advisory Services, LLC
Position in WELL — Welltower Inc.
CIK 1795934
INDEPENDENCE, OH
Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,312
+$556 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,534
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $4,312 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
|
19 | $4,312 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,312 | 19 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,756 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,091 | 216 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $40,259 | 226 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $32,744 | 213 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,838 | 12 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||