Cambridge Investment Research Advisors, Inc.
Position in WELL — Welltower Inc.
CIK 1419186
FAIRFIELD, IA
Position in WELL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$6,869,631
+$219,040 QoQ
Shares Held
34,746
-3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $43,209,918 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
34,746 | $6,869,631 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
410,171 | $6,739,109 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
142,452 | $6,718,036 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
266,399 | $6,308,328 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
137,582 | $6,028,843 | |
| 6 | MPT |
Medical Properties Trust Inc
|
610,208 | $2,825,263 | |
| 7 | VTR |
Ventas, Inc.
|
27,474 | $2,246,823 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
59,387 | $2,176,533 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,869,631 | 34,746 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,650,591 | 35,831 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,806,651 | 32,596 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,147,201 | 39,987 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,400,805 | 35,251 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,481,248 | 35,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,418,571 | 34,512 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,261,982 | 31,290 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,016,803 | 32,286 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,039,540 | 33,709 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,920,611 | 35,652 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,144,922 | 38,879 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,242,538 | 45,230 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,032,474 | 46,262 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,978,273 | 46,304 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,527,626 | 42,837 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,805,221 | 39,580 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,401,809 | 39,662 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,460,552 | 41,997 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,576,707 | 43,041 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,024,003 | 42,217 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,717,077 | 42,047 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,188,884 | 57,885 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,954,355 | 57,089 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,566,078 | 77,896 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||