Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$486,623
+$63,920 QoQ
Shares Held
2,144
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#947
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Capital Advisors Wealth Management, LLC holds $486,623 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
|
2,144 | $486,623 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,623 | 2,144 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $422,703 | 2,138 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $395,534 | 2,131 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $337,040 | 1,892 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $282,094 | 1,835 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $295,235 | 1,927 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $241,725 | 1,918 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $244,409 | 1,909 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||