Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$516,810
+$66,625 QoQ
Shares Held
2,277
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#924
of 1,581 holders
Holding Since
Dec 2021
15 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, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $516,810 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
|
2,277 | $516,810 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,810 | 2,277 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $450,185 | 2,277 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $422,633 | 2,277 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $405,624 | 2,277 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $296,422 | 2,352 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $320,331 | 2,502 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $260,833 | 2,502 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $261,818 | 2,802 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $252,656 | 2,802 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $229,539 | 2,802 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $226,653 | 2,802 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $200,875 | 2,802 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $230,744 | 2,802 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $269,384 | 2,802 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $240,327 | 2,802 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||