FIG FINANCIAL ADVISORY SERVICES INC /ADV
Position in WELL — Welltower Inc.
CIK 753967
OKLAHOMA CITY, OK
Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,352,544
+$1,096,493 QoQ
Shares Held
10,365
+63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
#568
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026FIG FINANCIAL ADVISORY SERVICES INC /ADV holds $2,352,544 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
|
10,365 | $2,352,544 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,352,544 | 10,365 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,256,051 | 6,353 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,176,953 | 6,341 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $1,347,450 | 7,564 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $1,175,573 | 7,647 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $1,090,548 | 7,118 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $1,016,810 | 8,068 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||