Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$224,700
New position
Shares Held
990
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,232
of 1,586 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Beacon Financial Advisory LLC holds $656,554 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
8,281 | $431,854 | |
| 2 | WELL |
Welltower Inc.
This page
|
990 | $224,700 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,700 | 990 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||