Portfolio Resources Advisor Group, Inc.
Position in WELL — Welltower Inc.
CIK 2038285
CORAL GABLES, FL
Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$503,419
+$62,328 QoQ
Shares Held
2,218
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
13.01%
of 13F equity value
Holder Rank
#931
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Portfolio Resources Advisor Group, Inc. holds $503,419 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
|
2,218 | $503,419 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,419 | 2,218 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $441,091 | 2,231 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $351,174 | 1,892 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||