Prospera Financial Services Inc

Position in WELL — Welltower Inc.

CIK 1541625 Dallas, TX

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,360,488

+$2,006 QoQ

Shares Held

10,400

-12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#567

of 1,581 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Prospera Financial Services Inc holds $4,994,113 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	10,400	$2,360,488
2	AHR	American Healthcare REIT, Inc.	31,802	$1,658,474
3	OHI	Omega Healthcare Investors Inc	20,452	$975,151

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,360,488	10,400	-12.8%	Shares	Sole	2026-07-15
2026-03-31	$2,358,482	11,929	-3.9%	Shares	Sole	2026-04-14
2025-12-31	$2,304,533	12,416	+4.6%	Shares	Sole	2026-02-09
2025-09-30	$2,113,809	11,866	+15.2%	Shares	Sole	2025-11-06
2025-06-30	$1,583,265	10,299	+5.9%	Shares	Sole	2025-08-06
2025-03-31	$1,489,507	9,722	-2.5%	Shares	Sole	2025-05-15
2024-12-31	$1,256,645	9,971	+18.0%	Shares	Sole	2025-02-13
2024-09-30	$1,081,853	8,450	+5.8%	Shares	Sole	2024-11-07
2024-06-30	$832,644	7,987	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$742,007	7,941	-4.7%	Shares	Sole	2024-08-13
2023-12-31	$751,206	8,331	+47.6%	Shares	Sole	2024-02-14
2023-09-30	$462,520	5,646	+26.4%	Shares	Sole	2023-11-13
2023-06-30	$361,416	4,468	-43.3%	Shares	Sole	2023-08-08
2023-03-31	$564,773	7,878	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$521,581	7,957	+8.3%	Shares	Sole	2023-02-08
2022-09-30	$472,623	7,348	+100.5%	Shares	Sole	2022-10-27
2022-06-30	$301,730	3,664	-20.6%	Shares	Sole	2022-08-08
2022-03-31	$443,589	4,614	+1.7%	Shares	Sole	2022-05-04
2021-12-31	$389,052	4,536	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$371,953	4,514	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$372,952	4,488	+1.9%	Shares	Sole	2021-08-16
2021-03-31	$315,601	4,406	+11.7%	Shares	Sole	2021-05-06
2020-12-31	$254,990	3,946	+2659.4%	Shares	Sole	2021-02-12
2020-09-30	$7,877	143	-96.4%	Shares	Sole	2020-11-04
2020-06-30	$203,118	3,925	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.