Comprehensive Financial Consultants Institutional, Inc.
Position in WELL — Welltower Inc.
CIK 1915714
Bloomington, IN
Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$788,493
+$101,649 QoQ
Shares Held
3,474
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#806
of 1,580 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Comprehensive Financial Consultants Institutional, Inc. holds $788,493 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
|
3,474 | $788,493 |
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,493 | 3,474 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $686,844 | 3,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $644,809 | 3,474 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $618,858 | 3,474 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $609,078 | 3,962 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $607,018 | 3,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $499,330 | 3,962 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $507,254 | 3,962 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $413,038 | 3,962 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $370,209 | 3,962 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $357,253 | 3,962 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $325,140 | 3,969 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $321,052 | 3,969 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $284,537 | 3,969 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $260,167 | 3,969 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $255,286 | 3,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,847 | 3,969 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||