Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$267,143
+$38,591 QoQ
Shares Held
1,177
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,147
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $674,184 across 10 REIT - Healthcare Facilities names. WELL ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
5,654 | $294,856 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,177 | $267,143 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
2,227 | $47,657 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
1,370 | $26,728 | |
| 5 | VTR |
Ventas, Inc.
|
127 | $11,277 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
506 | $10,206 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
153 | $7,295 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
186 | $5,646 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,143 | 1,177 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $228,552 | 1,156 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $270,990 | 1,460 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $253,493 | 1,423 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $115,451 | 751 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $124,712 | 814 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $85,322 | 677 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $136,479 | 1,066 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $110,713 | 1,062 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $99,980 | 1,070 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $95,850 | 1,063 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $58,654 | 716 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $53,630 | 663 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $56,133 | 783 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $51,325 | 783 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $41,100 | 639 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $73,373 | 891 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $62,202 | 647 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $54,892 | 640 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $73,336 | 890 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $73,626 | 886 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $57,089 | 797 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $51,179 | 792 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $43,355 | 787 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $40,468 | 782 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $55,760 | 1,218 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||