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Equibles

Cambridge Investment Research Advisors, Inc.

Position in WELL — Welltower Inc.

CIK 1419186 FAIRFIELD, IA
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$7,807,994
+$938,363 QoQ
Shares Held
34,401
-1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#389
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $50,324,403 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (15.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DOC
Healthpeak Properties, Inc.
 529,409 $11,329,352
2 WELL
Welltower Inc.
This page 		34,401 $7,807,994
3 AHR
American Healthcare REIT, Inc.
 142,229 $7,417,242
4
225,945 $6,859,690
5 OHI
Omega Healthcare Investors Inc
 130,636 $6,228,724
6 MPT
Medical Properties Trust Inc
 601,230 $2,777,682
7 CTRE
CareTrust REIT, Inc.
 57,801 $2,332,270
8 HR
Healthcare Realty Trust Inc
 112,718 $2,273,522

All Filings in WELL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,807,994 34,401
2026-03-31 $6,869,631 34,746
2025-12-31 $6,650,591 35,831
2025-09-30 $5,806,651 32,596
2025-06-30 $6,147,201 39,987
2025-03-31 $5,400,805 35,251
2024-12-31 $4,481,248 35,557
2024-09-30 $4,418,571 34,512
2024-06-30 $3,261,982 31,290
2024-03-31 $3,016,803 32,286
2023-12-31 $3,039,540 33,709
2023-09-30 $2,920,611 35,652
2023-06-30 $3,144,922 38,879
2023-03-31 $3,242,538 45,230
2022-12-31 $3,032,474 46,262
2022-09-30 $2,978,273 46,304
2022-06-30 $3,527,626 42,837
2022-03-31 $3,805,221 39,580
2021-12-31 $3,401,809 39,662
2021-09-30 $3,460,552 41,997
2021-06-30 $3,576,707 43,041
2021-03-31 $3,024,003 42,217
2020-12-31 $2,717,077 42,047
2020-09-30 $3,188,884 57,885
2020-06-30 $2,954,355 57,089
2020-03-31 $3,566,078 77,896