Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,633
+$38,568 QoQ
Shares Held
1,210
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,136
of 1,580 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Empower Advisory Group, LLC holds $274,633 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
|
1,210 | $274,633 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,633 | 1,210 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $236,065 | 1,194 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $210,027 | 1,179 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $201,521 | 1,599 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||