Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,387
+$16,771 QoQ
Shares Held
971
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,242
of 1,580 holders
Holding Since
Mar 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, 2026RIA Advisory Group LLC holds $220,387 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
|
971 | $220,387 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,387 | 971 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $203,616 | 1,329 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||