Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,152,672
+$726,341 QoQ
Shares Held
22,702
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#444
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
|
25,708 | $118,770 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,152,672 | 22,702 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,426,331 | 22,388 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,147,826 | 22,347 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,058,207 | 22,781 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,553,930 | 23,118 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,353,613 | 21,889 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,560,299 | 20,315 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,612,324 | 20,404 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,113,981 | 20,278 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,028,021 | 21,704 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,055,785 | 22,799 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,533,624 | 18,721 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,795,515 | 22,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,775,259 | 24,763 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,977,840 | 30,173 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,038,686 | 31,696 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,707,997 | 32,884 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,161,948 | 32,889 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,094,410 | 36,078 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,839,256 | 34,457 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,778,697 | 33,438 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,254,052 | 31,468 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,649,490 | 25,526 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,598,160 | 29,010 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $933,984 | 18,048 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $904,841 | 19,765 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||