Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$700,429
+$40,276 QoQ
Shares Held
3,086
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#835
of 1,581 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, 2026HF Advisory Group, LLC holds $3,491,673 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
130,432 | $2,791,244 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,086 | $700,429 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,429 | 3,086 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $660,153 | 3,339 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $628,661 | 3,387 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $657,158 | 3,689 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $571,106 | 3,715 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $664,165 | 4,335 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $548,356 | 4,351 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $656,409 | 5,127 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $572,541 | 5,492 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $512,611 | 5,486 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $464,014 | 5,146 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $465,059 | 5,677 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $467,382 | 5,778 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $339,667 | 4,738 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $310,772 | 4,741 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||