Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$544,728
+$68,050 QoQ
Shares Held
2,400
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#906
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026AGH Wealth Advisors, LLC holds $544,728 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
|
2,400 | $544,728 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,728 | 2,400 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $476,678 | 2,411 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $427,274 | 2,302 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $408,653 | 2,294 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $347,276 | 2,259 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $344,722 | 2,250 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $255,588 | 2,028 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||