Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,030,670
+$78,301 QoQ
Shares Held
4,541
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#737
of 1,580 holders
Holding Since
Mar 2022
18 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, 2026Investment Advisory Group, LLC holds $1,030,670 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
|
4,541 | $1,030,670 |
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,670 | 4,541 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $952,369 | 4,817 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $913,201 | 4,920 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $876,448 | 4,920 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $751,739 | 4,890 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $749,043 | 4,889 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $616,160 | 4,889 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $615,056 | 4,804 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $505,195 | 4,846 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $452,810 | 4,846 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $447,062 | 4,958 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $406,159 | 4,958 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $401,052 | 4,958 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $353,216 | 4,927 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $322,964 | 4,927 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $316,904 | 4,927 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $405,738 | 4,927 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $473,681 | 4,927 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||