Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$445,996
+$59,078 QoQ
Shares Held
1,965
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#979
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Providence Financial Advisors, LLC holds $445,996 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
|
1,965 | $445,996 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,996 | 1,965 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $386,918 | 1,957 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $375,303 | 2,022 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $443,034 | 2,487 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||