ARS Wealth Advisors Group, LLC

Position in WELL — Welltower Inc.

CIK 1886707 St. Petersburg, FL

Position in WELL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,164,356

+$153,465 QoQ

Shares Held

5,130

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#707

of 1,580 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ARS Wealth Advisors Group, LLC holds $1,164,356 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	5,130	$1,164,356

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,356	5,130	+0.3%	Shares	Sole	2026-07-16
2026-03-31	$1,010,891	5,113	+2.5%	Shares	Sole	2026-04-15
2025-12-31	$925,822	4,988	0.0%	Shares	Sole	2026-01-12
2025-09-30	$888,562	4,988	-0.1%	Shares	Sole	2025-10-06
2025-06-30	$767,727	4,994	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$764,211	4,988	-0.7%	Shares	Sole	2025-04-14
2024-12-31	$632,796	5,021	0.0%	Shares	Sole	2025-01-14
2024-09-30	$642,838	5,021	-0.7%	Shares	Sole	2024-10-15
2024-06-30	$527,192	5,057	0.0%	Shares	Sole	2024-07-19
2024-03-31	$472,526	5,057	-2.8%	Shares	Sole	2024-05-13
2023-12-31	$469,064	5,202	+12.7%	Shares	Sole	2024-02-06
2023-09-30	$378,142	4,616	-1.6%	Shares	Sole	2023-10-26
2023-06-30	$379,454	4,691	+0.7%	Shares	Sole	2023-07-18
2023-03-31	$333,932	4,658	0.0%	Shares	Sole	2023-05-11
2022-12-31	$305,331	4,658	0.0%	Shares	Sole	2023-02-13
2022-09-30	$299,602	4,658	-5.1%	Shares	Sole	2022-11-14
2022-06-30	$404,173	4,908	+5.4%	Shares	Sole	2022-08-15
2022-03-31	$447,820	4,658	0.0%	Shares	Sole	2022-05-12
2021-12-31	$399,516	4,658	0.0%	Shares	Sole	2022-02-08
2021-09-30	$383,819	4,658	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.