SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in WELL — Welltower Inc.
CIK 1079935
LOS ANGELES, CA
Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,137,082
+$2,853,559 QoQ
Shares Held
66,692
+7.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#304
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $15,256,943 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
66,692 | $15,137,082 | |
| 2 | MPT |
Medical Properties Trust Inc
|
25,944 | $119,861 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,137,082 | 66,692 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $12,283,523 | 62,129 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,160,595 | 49,354 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $8,440,272 | 47,380 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $221,217 | 1,439 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $222,307 | 1,451 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $228,240 | 1,811 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $220,467 | 1,722 | Shares | Defined | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||