PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in WELL — Welltower Inc.
CIK 2145782
WALTHAM, MA
Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$818,226
+$107,854 QoQ
Shares Held
3,605
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#796
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $841,394 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (97.2% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,226 | 3,605 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $710,372 | 3,593 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,535,922 | 8,275 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $1,468,586 | 8,244 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $1,261,662 | 8,207 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $1,251,878 | 8,171 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $1,025,380 | 8,136 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||