Keating Financial Advisory Services, Inc.
Position in WELL — Welltower Inc.
CIK 2103443
MANHATTAN, KS
Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$94,419
+$33,327 QoQ
Shares Held
416
+34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,354
of 1,577 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, 2026Keating Financial Advisory Services, Inc. holds $173,893 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
416 | $94,419 | |
| 2 | XRN |
Chiron Real Estate Inc.
|
856 | $32,117 | |
| 3 | VTR |
Ventas, Inc.
|
274 | $24,331 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
273 | $5,506 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
236 | $5,050 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
87 | $3,510 | |
| 7 | MPT |
Medical Properties Trust Inc
|
729 | $3,367 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
36 | $1,877 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,419 | 416 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $61,092 | 309 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,360 | 239 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||