Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$901,070
+$116,162 QoQ
Shares Held
3,970
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#777
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026Churchill Financial Advisors, LLC holds $901,070 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
|
3,970 | $901,070 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,070 | 3,970 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $784,908 | 3,970 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $760,072 | 4,095 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||