Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,736,804
+$329,092 QoQ
Shares Held
12,058
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#549
of 1,577 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,479,934 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
12,058 | $2,736,804 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
41,566 | $2,167,666 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
24,313 | $1,159,243 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
43,652 | $880,460 | |
| 5 | VTR |
Ventas, Inc.
|
9,371 | $832,144 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
13,063 | $396,592 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
14,347 | $307,025 |
All Filings in WELL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,804 | 12,058 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,407,712 | 12,178 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,187,228 | 11,784 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,075,152 | 11,649 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,825,390 | 11,874 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,732,805 | 11,310 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $477,401 | 3,788 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $416,225 | 3,251 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $343,191 | 3,292 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $324,236 | 3,470 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $304,864 | 3,381 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $254,115 | 3,102 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $250,759 | 3,100 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $224,174 | 3,127 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $206,679 | 3,153 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $216,580 | 2,630 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $228,813 | 2,380 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $204,132 | 2,380 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $204,352 | 2,480 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $206,088 | 2,480 | Shares | Sole | 2021-08-06 | |
| 2020-09-30 | $594,861 | 10,798 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||