Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,552,039
+$1,791,850 QoQ
Shares Held
11,244
+192.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#557
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Advisory Services Network, LLC holds $7,541,074 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
54,027 | $2,576,005 | |
| 2 | WELL |
Welltower Inc.
This page
|
11,244 | $2,552,039 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
45,158 | $966,377 | |
| 4 | MPT |
Medical Properties Trust Inc
|
123,085 | $568,651 | |
| 5 | VTR |
Ventas, Inc.
|
3,973 | $352,799 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
13,853 | $270,271 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
8,397 | $254,932 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,039 | 11,244 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $760,189 | 3,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $623,645 | 3,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $426,107 | 2,392 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $344,813 | 2,243 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $397,117 | 2,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $333,348 | 2,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,438 | 2,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $303,262 | 2,909 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $303,585 | 3,249 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $292,059 | 3,239 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $289,914 | 3,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $306,976 | 3,795 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $278,587 | 3,886 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $261,019 | 3,982 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $246,152 | 3,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,565 | 3,577 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $343,219 | 3,570 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $278,151 | 3,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $234,922 | 2,851 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $412,258 | 4,961 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $341,603 | 4,769 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $270,886 | 4,192 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $336,764 | 6,113 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $423,780 | 8,189 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $447,818 | 9,782 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||