Capital Investment Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1582732 ATLANTA, GA

Position in WELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,608,369

+$256,592 QoQ

Shares Held

15,898

-6.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#506

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $19,986,304 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HR	Healthcare Realty Trust Inc	735,149	$14,827,955
2	WELL	Welltower Inc. This page	15,898	$3,608,369
3	VTR	Ventas, Inc.	12,458	$1,106,270
4	OHI	Omega Healthcare Investors Inc	9,306	$443,710

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,608,369	15,898	-6.2%	Shares	Sole	2026-08-06
2026-03-31	$3,351,777	16,953	+1.0%	Shares	Sole	2026-04-17
2025-12-31	$3,114,164	16,778	-0.3%	Shares	Sole	2026-01-13
2025-09-30	$2,997,205	16,825	-2.1%	Shares	Sole	2025-10-23
2025-06-30	$2,640,773	17,178	-0.4%	Shares	Sole	2025-07-17
2025-03-31	$2,641,953	17,244	-0.5%	Shares	Sole	2025-04-14
2024-12-31	$2,183,847	17,328	-8.2%	Shares	Sole	2025-01-13
2024-09-30	$2,416,566	18,875	-1.6%	Shares	Sole	2024-10-17
2024-06-30	$2,000,661	19,191	-3.7%	Shares	Sole	2024-07-12
2024-03-31	$1,861,511	19,922	+1.9%	Shares	Sole	2024-04-15
2023-12-31	$1,763,725	19,560	+0.4%	Shares	Sole	2024-01-05
2023-09-30	$1,595,473	19,476	-1.5%	Shares	Sole	2023-10-16
2023-06-30	$1,598,790	19,765	-12.7%	Shares	Sole	2023-07-11
2023-03-31	$1,623,778	22,650	-2.2%	Shares	Sole	2023-04-10
2022-12-31	$1,517,679	23,153	+0.5%	Shares	Sole	2023-01-05
2022-09-30	$1,481,160	23,028	-2.4%	Shares	Sole	2022-10-05
2022-06-30	$1,943,871	23,605	-1.0%	Shares	Sole	2022-07-06
2022-03-31	$2,291,208	23,832	-8.3%	Shares	Sole	2022-04-13
2021-12-31	$2,229,076	25,989	-3.3%	Shares	Sole	2022-01-10
2021-09-30	$2,214,417	26,874	-1.1%	Shares	Sole	2021-10-13
2021-06-30	$2,258,491	27,178	-0.3%	Shares	Sole	2021-07-14
2021-03-31	$1,953,350	27,270	-1.0%	Shares	Sole	2021-04-27
2020-12-31	$1,780,022	27,546	-1.5%	Shares	Sole	2021-01-21
2020-09-30	$1,540,040	27,955	-4.9%	Shares	Sole	2020-10-29
2020-06-30	$1,520,570	29,383	-4.9%	Shares	Sole	2020-07-20
2020-03-31	$1,414,739	30,903	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.