INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in WELL — Welltower Inc.
CIK 925953
THE WOODLANDS, TX
Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$274,633
+$35,404 QoQ
Shares Held
1,210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,136
of 1,581 holders
Holding Since
Mar 2020
25 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, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $274,633 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
|
1,210 | $274,633 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,633 | 1,210 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $239,229 | 1,210 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $256,141 | 1,380 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $245,833 | 1,380 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $242,893 | 1,580 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $242,071 | 1,580 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $211,730 | 1,680 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $365,525 | 2,855 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $391,458 | 3,755 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $389,271 | 4,166 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $375,107 | 4,160 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $344,473 | 4,205 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $348,231 | 4,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $308,625 | 4,305 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $285,863 | 4,361 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $335,042 | 5,209 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $428,961 | 5,209 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $555,881 | 5,782 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $495,922 | 5,782 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $470,256 | 5,707 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $486,467 | 5,854 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $732,209 | 11,331 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $624,224 | 11,331 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $601,438 | 11,622 | Shares | Sole | 2021-03-10 | |
| 2020-03-31 | $647,741 | 14,149 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||