Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$585,128
+$76,618 QoQ
Shares Held
2,578
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#891
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026Visionary Wealth Advisors holds $687,114 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,578 | $585,128 | |
| 2 | MPT |
Medical Properties Trust Inc
|
22,075 | $101,986 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,128 | 2,578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $508,510 | 2,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $477,388 | 2,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $482,759 | 2,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $416,608 | 2,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $415,199 | 2,710 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,842 | 2,760 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $366,165 | 2,860 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $307,016 | 2,945 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $312,089 | 3,340 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,648 | 2,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $282,542 | 3,449 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $311,345 | 3,849 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $291,706 | 4,069 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,194 | 4,244 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $276,833 | 4,304 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $360,198 | 4,374 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $447,723 | 4,657 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $424,990 | 4,955 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $431,364 | 5,235 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $515,220 | 6,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $480,279 | 6,705 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $483,034 | 7,475 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $398,961 | 7,242 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $324,162 | 6,264 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $282,371 | 6,168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||