ADVISORS MANAGEMENT GROUP INC /ADV

Position in WELL — Welltower Inc.

CIK 842766 LA CROSSE, WI

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$9,365,690

+$1,052,183 QoQ

Shares Held

41,264

-1.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#361

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ADVISORS MANAGEMENT GROUP INC /ADV holds $13,811,234 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	41,264	$9,365,690
2	VTR	Ventas, Inc.	44,510	$3,952,488
3	DOC	Healthpeak Properties, Inc.	23,040	$493,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,365,690	41,264	-1.9%	Shares	Sole	2026-08-04
2026-03-31	$8,313,507	42,049	-5.0%	Shares	Sole	2026-05-01
2025-12-31	$8,217,882	44,275	-5.2%	Shares	Sole	2026-01-14
2025-09-30	$8,323,769	46,726	-12.3%	Shares	Sole	2025-12-18
2025-06-30	$8,194,731	53,306	-1.2%	Shares	Sole	2025-07-16
2025-03-31	$8,268,284	53,967	-1.3%	Shares	Sole	2025-04-25
2024-12-31	$6,894,345	54,704	-1.1%	Shares	Sole	2025-01-14
2024-09-30	$7,079,034	55,292	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$5,782,122	55,464	-1.2%	Shares	Sole	2024-07-31
2024-03-31	$5,247,310	56,157	-1.2%	Shares	Sole	2024-04-26
2023-12-31	$5,124,721	56,834	-3.6%	Shares	Sole	2024-01-26
2023-09-30	$4,827,791	58,933	-1.1%	Shares	Sole	2023-10-17
2023-06-30	$4,822,014	59,612	-2.4%	Shares	Sole	2023-07-19
2023-03-31	$4,379,828	61,094	-1.1%	Shares	Sole	2023-04-26
2022-12-31	$4,050,465	61,792	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$3,991,827	62,062	-1.1%	Shares	Sole	2022-10-21
2022-06-30	$5,166,144	62,734	-0.8%	Shares	Sole	2022-08-03
2022-03-31	$6,081,527	63,257	-1.0%	Shares	Sole	2022-04-20
2021-12-31	$5,482,418	63,920	-0.2%	Shares	Sole	2022-01-31
2021-09-30	$5,277,720	64,050	+0.0%	Shares	Sole	2021-10-28
2021-06-30	$5,320,893	64,030	-0.1%	Shares	Sole	2021-07-21
2021-03-31	$4,592,915	64,120	+2.1%	Shares	Sole	2021-04-14
2020-12-31	$4,059,169	62,816	+3.9%	Shares	Sole	2021-01-14
2020-09-30	$3,330,521	60,456	-0.5%	Shares	Sole	2020-11-10
2020-06-30	$3,144,899	60,771	-1.3%	Shares	Sole	2020-08-06
2020-03-31	$2,817,530	61,545	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.