Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$72,630
+$9,363 QoQ
Shares Held
320
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,385
of 1,581 holders
Holding Since
Sep 2022
16 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, 2026West Financial Advisors, LLC holds $72,630 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
|
320 | $72,630 |
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,630 | 320 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $63,267 | 320 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $59,395 | 320 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $57,004 | 320 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $49,193 | 320 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $49,027 | 320 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $40,329 | 320 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $40,969 | 320 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $33,360 | 320 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $29,900 | 320 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $28,854 | 320 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $26,214 | 320 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $25,884 | 320 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $22,940 | 320 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $20,976 | 320 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $20,582 | 320 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||