SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in WELL — Welltower Inc.

CIK 1041283 SYOSSET, NY

Position in WELL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$9,470,322

+$1,280,186 QoQ

Shares Held

41,725

+0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#357

of 1,577 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $16,572,625 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	41,725	$9,470,322
2	VTR	Ventas, Inc.	33,050	$2,934,840
3	OHI	Omega Healthcare Investors Inc	47,000	$2,240,960
4	CTRE	CareTrust REIT, Inc.	28,500	$1,149,975
5	DOC	Healthpeak Properties, Inc.	20,217	$432,643
6	AHR	American Healthcare REIT, Inc.	3,500	$182,525
7	HR	Healthcare Realty Trust Inc	8,000	$161,360

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,470,322	41,725	+0.7%	Shares	Sole	2026-07-14
2026-03-31	$8,190,136	41,425	0.0%	Shares	Sole	2026-04-15
2025-12-31	$7,688,893	41,425	+4.0%	Shares	Sole	2026-01-15
2025-09-30	$7,094,425	39,825	+1.8%	Shares	Sole	2025-10-15
2025-06-30	$6,014,685	39,125	+3.7%	Shares	Sole	2025-07-29
2025-03-31	$5,779,846	37,725	+4.7%	Shares	Sole	2025-04-21
2024-12-31	$4,540,230	36,025	+0.6%	Shares	Sole	2025-01-27
2024-09-30	$4,586,674	35,825	+1.8%	Shares	Sole	2024-10-23
2024-06-30	$3,666,993	35,175	+3.8%	Shares	Sole	2024-07-25
2024-03-31	$3,165,280	33,875	+13.0%	Shares	Sole	2024-04-17
2023-12-31	$2,702,845	29,975	+23.2%	Shares	Sole	2024-01-22
2023-09-30	$1,992,704	24,325	+9.4%	Shares	Sole	2023-10-19
2023-06-30	$1,797,780	22,225	+2.3%	Shares	Sole	2023-07-24
2023-03-31	$1,557,465	21,725	-4.0%	Shares	Sole	2023-04-11
2022-12-31	$1,483,724	22,635	0.0%	Shares	Sole	2023-01-18
2022-09-30	$1,455,883	22,635	+1.8%	Shares	Sole	2022-10-19
2022-06-30	$1,831,052	22,235	+1.8%	Shares	Sole	2022-07-19
2022-03-31	$2,099,216	21,835	+22.8%	Shares	Sole	2022-04-19
2021-12-31	$1,525,419	17,785	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,465,484	17,785	+6.9%	Shares	Sole	2021-10-15
2021-06-30	$1,382,368	16,635	+3.7%	Shares	Sole	2021-07-20
2021-03-31	$1,148,586	16,035	-14.9%	Shares	Sole	2021-04-15
2020-12-31	$1,217,117	18,835	0.0%	Shares	Sole	2021-01-19
2020-09-30	$1,037,619	18,835	0.0%	Shares	Sole	2020-10-13
2020-06-30	$974,711	18,835	-35.9%	Shares	Sole	2020-07-10
2020-03-31	$1,345,244	29,385	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.