Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$131,188
-$196,615 QoQ
Shares Held
578
-65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,336
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $142,909 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
578 | $131,188 | |
| 2 | VTR |
Ventas, Inc.
|
132 | $11,721 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,188 | 578 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $327,803 | 1,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,034 | 81 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||