SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in WELL — Welltower Inc.
CIK 1080576
JACKSON, TN
Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,129,629
+$354,211 QoQ
Shares Held
4,977
+26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#717
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $4,001,816 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (28.2% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,629 | 4,977 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $775,418 | 3,922 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $596,179 | 3,212 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $486,322 | 2,730 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $248,427 | 1,616 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||