Fortitude Advisory Group L.L.C.

Position in WELL — Welltower Inc.

CIK 1928999 GIG HARBOR, WA

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$348,171

+$44,884 QoQ

Shares Held

1,534

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,058

of 1,580 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Fortitude Advisory Group L.L.C. holds $593,880 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	1,534	$348,171
2	VTR	Ventas, Inc.	2,767	$245,709

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,171	1,534	0.0%	Shares	Sole	2026-07-22
2026-03-31	$303,287	1,534	-0.6%	Shares	Sole	2026-04-28
2025-12-31	$286,581	1,544	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$283,955	1,594	-9.9%	Shares	Sole	2025-11-05
2025-06-30	$271,948	1,769	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$274,858	1,794	-1.1%	Shares	Sole	2025-04-17
2024-12-31	$228,618	1,814	-31.1%	Shares	Sole	2025-01-22
2024-09-30	$336,974	2,632	-4.0%	Shares	Sole	2024-11-13
2024-06-30	$285,853	2,742	-0.5%	Shares	Sole	2024-07-25
2024-03-31	$257,614	2,757	-14.2%	Shares	Sole	2024-05-02
2023-12-31	$289,716	3,213	+3.1%	Shares	Sole	2024-02-06
2023-09-30	$255,180	3,115	-0.0%	Shares	Sole	2023-11-14
2023-06-30	$252,053	3,116	-34.1%	Shares	Sole	2023-07-31
2023-03-31	$338,806	4,726	-6.5%	Shares	Sole	2023-05-05
2022-12-31	$331,289	5,054	+35.6%	Shares	Sole	2023-02-13
2022-09-30	$239,784	3,728	+192.2%	Shares	Sole	2022-11-14
2022-03-31	$122,674	1,276	-57.0%	Shares	Sole	2022-05-25
2021-12-31	$254,736	2,970	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.