MJT & Associates Financial Advisory Group, Inc.
Position in WELL — Welltower Inc.
CIK 2065777
MONTEVICEO, MN
Position in WELL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$31,548
+$4,067 QoQ
Shares Held
139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,448
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $37,675 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
139 | $31,548 | |
| 2 | VTR |
Ventas, Inc.
|
69 | $6,127 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,548 | 139 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $27,481 | 139 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $21,159 | 114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,307 | 114 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $17,525 | 114 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,668 | 37 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||