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RIA Advisory Group LLC

SEC CIK
0001958384
Latest filing
Jul 23, 2026

WELL holding history

Welltower Inc. in every 13F filed by RIA Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
971
Value
$220.5K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2025
Holdings of WELL by RIA Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026971$220.5K<0.1%+971NewHolders
Q2 20250$00.0%−1,329−100.0%Sold outHolders
Q1 20251,329$203.6K0.1%+1,329NewHolders