Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,668,910
+$609,778 QoQ
Shares Held
7,353
+37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#634
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $3,392,258 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
33,046 | $1,723,348 | |
| 2 | WELL |
Welltower Inc.
This page
|
7,353 | $1,668,910 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,668,910 | 7,353 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,059,132 | 5,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $848,237 | 4,570 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $709,709 | 3,984 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $418,299 | 2,721 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $340,739 | 2,224 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||