Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,456
+$4,184 QoQ
Shares Held
143
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,445
of 1,580 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $473,807 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HR |
Healthcare Realty Trust Inc
|
19,443 | $392,165 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
900 | $42,912 | |
| 3 | WELL |
Welltower Inc.
This page
|
143 | $32,456 | |
| 4 | VTR |
Ventas, Inc.
|
59 | $5,239 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
11 | $573 | |
| 6 | MPT |
Medical Properties Trust Inc
|
100 | $462 |
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,456 | 143 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $28,272 | 143 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $26,542 | 143 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,474 | 143 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $21,983 | 143 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $29,263 | 191 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $24,071 | 191 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $24,453 | 191 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $19,911 | 191 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $17,940 | 192 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $17,312 | 192 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $16,465 | 201 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $16,258 | 201 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $14,409 | 201 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $13,175 | 201 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||