Advisors Management Group Inc /Adv / WELL
Advisors Management Group Inc /Adv’s Welltower Inc Position
Does Advisors Management Group Inc /Adv own Welltower Inc (WELL)? Yes — 42.0K shares worth $8M (+1.52% of its 13F portfolio) as of Q1 2026, down from 44.3K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
42.0K
% of Portfolio
+1.52%
Quarters Held
28
currently held
Position History WELL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 42.0K | $8M | +1.52% |
| Q4 2025 | 44.3K | $8M | +1.50% |
| Q2 2025 | 53.3K | $8M | +1.54% |
| Q1 2025 | 54.0K | $8M | +1.80% |
| Q4 2024 | 54.7K | $7M | +1.63% |
| Q3 2024 | 55.3K | $7M | +1.67% |
| Q2 2024 | 55.5K | $6M | +1.44% |
| Q1 2024 | 56.2K | $5M | +1.30% |
| Q4 2023 | 56.8K | $5M | +1.39% |
| Q3 2023 | 58.9K | $5M | +1.46% |
| Q2 2023 | 59.6K | $5M | +1.44% |
| Q1 2023 | 61.1K | $4M | +1.40% |
| Q4 2022 | 61.8K | $4M | +1.53% |
| Q3 2022 | 62.1K | $4M | +1.59% |
| Q2 2022 | 62.7K | $5M | +1.81% |
| Q1 2022 | 63.3K | $6M | +2.06% |
| Q4 2021 | 63.9K | $5M | +1.64% |
| Q3 2021 | 64.0K | $5M | +1.64% |
| Q2 2021 | 64.0K | $5M | +1.59% |
| Q1 2021 | 64.1K | $5M | +1.44% |
| Q4 2020 | 62.8K | $4M | +1.66% |
| Q3 2020 | 60.5K | $3M | +1.38% |
| Q2 2020 | 60.8K | $3M | +1.40% |
| Q1 2020 | 61.5K | $3M | +1.35% |
| Q4 2019 | 60.6K | $5M | +1.97% |
| Q3 2019 | 61.3K | $6M | +2.29% |
| Q2 2019 | 61.8K | $5M | +2.20% |
| Q1 2019 | 62.0K | $5M | +2.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Management Group Inc /Adv’s full portfolio or all institutional holders of WELL.