Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,015,690
+$156,838 QoQ
Shares Held
4,475
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#743
of 1,581 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AA Financial Advisors, LLC holds $1,015,690 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
|
4,475 | $1,015,690 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,690 | 4,475 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $858,852 | 4,344 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $712,371 | 3,838 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $632,218 | 3,549 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $550,660 | 3,582 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $548,798 | 3,582 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $304,740 | 2,418 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $309,576 | 2,418 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $247,072 | 2,370 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||