Heritage Wealth Advisors

Position in WELL — Welltower Inc.

CIK 1591122 RICHMOND, VA

Position in WELL

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

Position Value

$17,476

+$2,253 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,482

of 1,580 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $155,380 across 5 REIT - Healthcare Facilities names. WELL ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	1,683	$67,909
2	OHI	Omega Healthcare Investors Inc	1,200	$57,216
3	WELL	Welltower Inc. This page	77	$17,476
4	MPT	Medical Properties Trust Inc	2,350	$10,857
5	LTC	Ltc Properties Inc	50	$1,922

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,476	77	0.0%	Shares	Sole	2026-08-14
2026-03-31	$15,223	77	+48.1%	Shares	Sole	2026-05-14
2025-12-31	$9,651	52	0.0%	Shares	Sole	2026-02-13
2025-09-30	$9,263	52	0.0%	Shares	Sole	2025-11-13
2025-06-30	$7,993	52	+1200.0%	Shares	Sole	2025-08-11
2023-09-30	$327	4	-98.8%	Shares	Sole	2024-12-12
2022-12-31	$21,631	330	0.0%	Shares	Sole	2024-12-12
2022-09-30	$21,225	330	0.0%	Shares	Sole	2024-12-12
2022-06-30	$27,175	330	0.0%	Shares	Sole	2022-08-04
2022-03-31	$31,726	330	0.0%	Shares	Sole	2022-05-11
2021-12-31	$28,304	330	0.0%	Shares	Sole	2022-03-28
2021-09-30	$27,192	330	0.0%	Shares	Sole	2021-11-02
2021-06-30	$27,423	330	0.0%	Shares	Sole	2021-08-09
2021-03-31	$23,637	330	0.0%	Shares	Sole	2021-04-27
2020-12-31	$21,324	330	0.0%	Shares	Sole	2021-02-01
2020-09-30	$18,179	330	0.0%	Shares	Sole	2020-11-03
2020-06-30	$17,077	330	0.0%	Shares	Sole	2020-07-17
2020-03-31	$15,107	330	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.