Westside Investment Management, Inc.

Position in WELL — Welltower Inc.

CIK 1538383 SANTA MONICA, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$349,079

+$45,002 QoQ

Shares Held

1,538

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,059

of 1,586 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Westside Investment Management, Inc. holds $408,265 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,538	$349,079
2	VTR	Ventas, Inc.	328	$29,126
3	HR	Healthcare Realty Trust Inc	792	$15,974
4	UHT	Universal Health Realty Income Trust	167	$7,324
5	DOC	Healthpeak Properties, Inc.	316	$6,762

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,079	1,538	0.0%	Shares	Sole	2026-07-27
2026-03-31	$304,077	1,538	0.0%	Shares	Sole	2026-05-04
2025-12-31	$285,468	1,538	0.0%	Shares	Sole	2026-01-23
2025-09-30	$273,979	1,538	+12.3%	Shares	Sole	2025-11-04
2025-06-30	$210,456	1,369	+14.1%	Shares	Sole	2025-08-05
2025-03-31	$183,852	1,200	0.0%	Shares	Sole	2025-04-25
2024-12-31	$151,236	1,200	0.0%	Shares	Sole	2025-01-17
2024-09-30	$153,636	1,200	0.0%	Shares	Sole	2024-11-20
2024-06-30	$125,100	1,200	0.0%	Shares	Sole	2024-07-17
2024-03-31	$112,128	1,200	0.0%	Shares	Sole	2024-04-19
2023-12-31	$108,204	1,200	0.0%	Shares	Sole	2024-01-12
2023-09-30	$98,304	1,200	0.0%	Shares	Sole	2023-11-15
2023-06-30	$97,068	1,200	0.0%	Shares	Sole	2023-07-14
2023-03-31	$86,028	1,200	0.0%	Shares	Sole	2023-05-17
2022-12-31	$78,660	1,200	0.0%	Shares	Sole	2023-01-31
2022-09-30	$77,184	1,200	0.0%	Shares	Sole	2022-11-09
2022-06-30	$98,820	1,200	0.0%	Shares	Sole	2022-07-15
2022-03-31	$115,368	1,200	0.0%	Shares	Sole	2022-04-25
2021-12-31	$102,924	1,200	0.0%	Shares	Sole	2022-02-15
2021-09-30	$98,880	1,200	0.0%	Shares	Sole	2021-10-27
2021-06-30	$99,720	1,200	0.0%	Shares	Sole	2021-07-28
2021-03-31	$85,956	1,200	0.0%	Shares	Sole	2021-04-14
2020-12-31	$77,544	1,200	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.