NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in WELL — Welltower Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,203,681

+$411,225 QoQ

Shares Held

14,115

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#520

of 1,581 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $3,652,009 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	14,115	$3,203,681
2	CTRE	CareTrust REIT, Inc.	11,111	$448,328

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,203,681	14,115	-0.1%	Shares	Sole	2026-07-23
2026-03-31	$2,792,456	14,124	+4.3%	Shares	Sole	2026-04-15
2025-12-31	$2,514,273	13,546	-35.9%	Shares	Sole	2026-01-26
2025-09-30	$3,764,276	21,131	+13.5%	Shares	Sole	2025-10-28
2025-06-30	$2,861,069	18,611	+6.8%	Shares	Sole	2025-08-11
2025-03-31	$2,669,531	17,424	+256.0%	Shares	Sole	2025-05-13
2024-12-31	$616,790	4,894	-0.3%	Shares	Sole	2025-01-30
2024-09-30	$628,499	4,909	-1.8%	Shares	Sole	2024-11-04
2024-06-30	$521,145	4,999	-2.8%	Shares	Sole	2024-07-29
2024-03-31	$480,561	5,143	-0.2%	Shares	Sole	2024-04-23
2023-12-31	$464,646	5,153	+11.9%	Shares	Sole	2024-02-09
2023-09-30	$377,159	4,604	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$372,336	4,603	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$329,917	4,602	+29.5%	Shares	Sole	2023-05-15
2022-12-31	$232,964	3,554	+49.5%	Shares	Sole	2023-02-07
2022-03-31	$228,620	2,378	-3.6%	Shares	Sole	2022-05-13
2021-12-31	$211,508	2,466	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.