B. Riley Wealth Advisors, Inc.

Position in WELL — Welltower Inc.

CIK 1464811 MEMPHIS, TN

Position in WELL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$716,544

+$96,526 QoQ

Shares Held

3,157

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#828

of 1,580 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,259,213 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,157	$716,544
2	OHI	Omega Healthcare Investors Inc	5,118	$244,026
3	DOC	Healthpeak Properties, Inc.	11,334	$242,547
4	MPT	Medical Properties Trust Inc	12,142	$56,096

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,544	3,157	+0.7%	Shares	Sole	2026-07-14
2026-03-31	$620,018	3,136	-14.5%	Shares	Sole	2026-04-27
2025-12-31	$681,003	3,669	+19.7%	Shares	Sole	2026-02-17
2025-09-30	$545,820	3,064	+9.1%	Shares	Sole	2025-10-31
2025-06-30	$431,673	2,808	-87.7%	Shares	Sole	2025-08-19
2024-12-31	$2,882,180	22,869	-15.7%	Shares	Sole	2025-02-25
2024-09-30	$3,472,941	27,126	-12.0%	Shares	Sole	2024-12-13
2024-06-30	$3,213,089	30,821	-10.5%	Shares	Sole	2024-08-19
2024-03-31	$3,217,980	34,439	+5.5%	Shares	Sole	2024-05-16
2023-12-31	$2,943,238	32,641	-5.2%	Shares	Sole	2024-03-15
2023-09-30	$2,821,242	34,439	+0.2%	Shares	Sole	2023-12-01
2023-06-30	$2,780,674	34,376	-16.0%	Shares	Sole	2023-07-27
2023-03-31	$2,934,916	40,939	+18.9%	Shares	Sole	2023-05-17
2022-12-31	$2,256,296	34,421	-1.4%	Shares	Sole	2023-03-15
2022-09-30	$2,246,118	34,921	+1259.3%	Shares	Other	2022-11-22
2022-03-31	$246,983	2,569	-17.4%	Shares	Other	2022-05-02
2021-12-31	$266,744	3,110	+5.5%	Shares	Other	2022-01-28
2021-09-30	$242,997	2,949	+1.0%	Shares	Other	2021-11-16
2021-06-30	$242,652	2,920	+0.4%	Shares	Other	2021-08-10
2021-03-31	$208,228	2,907	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.