Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$216,302
+$41,829 QoQ
Shares Held
953
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,253
of 1,581 holders
Holding Since
Dec 2025
2 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, 2026SageView Advisory Group, LLC holds $216,302 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
|
953 | $216,302 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,302 | 953 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $174,473 | 940 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||