Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$244,900
+$31,571 QoQ
Shares Held
1,079
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,183
of 1,581 holders
Holding Since
Sep 2024
5 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 MICHIGAN ADVISORS, LLC holds $512,377 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
5,129 | $267,477 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,079 | $244,900 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,900 | 1,079 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $213,329 | 1,079 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $215,678 | 1,162 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $206,820 | 1,161 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $216,370 | 1,690 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||