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Equibles

Orion Porfolio Solutions, LLC

Position in WELL — Welltower Inc.

CIK 1360533 OMAHA, NE
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,715,648
+$874,866 QoQ
Shares Held
38,400
-3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#377
of 1,589 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 16% Shared 0% None 84%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $20,694,453 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (42.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page 		38,400 $8,715,648
2 AHR
American Healthcare REIT, Inc.
 67,970 $3,544,635
3 DOC
Healthpeak Properties, Inc.
 156,814 $3,355,819
4 VTR
Ventas, Inc.
 15,671 $1,391,584
5 SBRA
Sabra Health Care REIT, Inc.
 64,354 $1,255,546
6 CHCT
Community Healthcare Trust Inc
 57,169 $1,045,049
7 HR
Healthcare Realty Trust Inc
 32,695 $659,458
8 MPT
Medical Properties Trust Inc
 102,910 $475,444

All Filings in WELL

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,715,648 38,400
2026-03-31 $7,840,782 39,658
2025-12-31 $6,046,245 32,575
2025-09-30 $5,021,588 28,189
2025-06-30 $3,696,284 24,044
2025-03-31 $3,250,656 21,217
2024-12-31 $2,232,369 17,713
2024-09-30 $2,084,328 16,280
2024-06-30 $1,611,600 15,459
2024-03-31 $1,243,873 13,312
2023-12-31 $1,244,165 13,798
2023-09-30 $1,059,799 12,937
2023-06-30 $903,783 11,173
2023-03-31 $783,213 10,925
2022-12-31 $388,973 5,934
2022-09-30 $328,289 5,104
2022-06-30 $387,045 4,700
2022-03-31 $477,046 4,962
2021-12-31 $408,779 4,766
2021-09-30 $596,576 7,240
2021-06-30 $601,644 7,240
2021-03-31 $550,977 7,692
2020-09-30 $526,164 9,551