ANCORA PRIVATE WEALTH ADVISORS, LLC WELL β€” WELLTOWER INC

Ownership history in ANCORA PRIVATE WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

ANCORA PRIVATE WEALTH ADVISORS, LLC reported WELLTOWER INC (WELL) in 5 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANCORA PRIVATE WEALTH ADVISORS, LLC's position in WELLTOWER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
5 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WELL stock page ANCORA PRIVATE WEALTH ADVISORS, LLC fund profile ANCORA PRIVATE WEALTH ADVISORS, LLC full holdings
How ANCORA PRIVATE WEALTH ADVISORS, LLC held WELL β€” position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WELL

As of 2026 Q1 β€” sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 15.26% Pensionfund Sabic 3Y 7Y 7.4% Vert Asset Management LLC 3Y 7.19% Pensionfund PDN 3Y 7Y 6.89% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 5.4% BEACON FINANCIAL PLANNING, INC 3Y 3.26% Morangie Management LLC 3.12% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 3.04% Asset Planning,Inc 2.83% Fairfield Financial Advisors, LTD 2.5%

FAQ About ANCORA PRIVATE WEALTH ADVISORS, LLC and WELL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANCORA PRIVATE WEALTH ADVISORS, LLC reported owning WELL?

ANCORA PRIVATE WEALTH ADVISORS, LLC reported WELL across 0 quarterly 13F filings.

What was the largest reported WELL position in ANCORA PRIVATE WEALTH ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for WELL in ANCORA PRIVATE WEALTH ADVISORS, LLC.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2016 Q3, when ANCORA PRIVATE WEALTH ADVISORS, LLC reported 44,439 shares, equal to 1.13% of portfolio, with an estimated market value of $3.3M.

What does the chart on this WELL ownership page compare?

The chart compares ANCORA PRIVATE WEALTH ADVISORS, LLC's quarterly WELL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANCORA PRIVATE WEALTH ADVISORS, LLC time their WELL position?

Based on 13F filing dates vs. subsequent WELL price moves, ANCORA PRIVATE WEALTH ADVISORS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WELL relative to SPY over the holding period was +4.1%.

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