Capital Advisors, Ltd. LLC

Position in WELL — Welltower Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in WELL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$83,524

+$12,942 QoQ

Shares Held

368

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,370

of 1,581 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $111,645 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	368	$83,524
2	VTR	Ventas, Inc.	235	$20,868
3	OHI	Omega Healthcare Investors Inc	108	$5,149
4	MPT	Medical Properties Trust Inc	204	$942
5	HR	Healthcare Realty Trust Inc	35	$705
6	NHI	National Health Investors Inc	6	$457

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,524	368	+3.1%	Shares	Sole	2026-07-16
2026-03-31	$70,582	357	+8.8%	Shares	Sole	2026-04-16
2025-12-31	$60,880	328	+11.6%	Shares	Sole	2026-01-21
2025-09-30	$52,373	294	0.0%	Shares	Sole	2025-10-16
2025-06-30	$45,196	294	0.0%	Shares	Sole	2025-07-24
2025-03-31	$45,043	294	+57.2%	Shares	Sole	2025-04-15
2024-12-31	$23,567	187	+1.6%	Shares	Sole	2025-02-04
2024-09-30	$23,557	184	0.0%	Shares	Sole	2024-10-24
2024-06-30	$19,182	184	+17.2%	Shares	Sole	2024-07-25
2024-03-31	$14,670	157	+6.1%	Shares	Sole	2024-04-18
2023-12-31	$13,345	148	0.0%	Shares	Sole	2024-02-02
2023-09-30	$12,124	148	-0.7%	Shares	Sole	2023-10-27
2023-06-30	$12,052	149	+2880.0%	Shares	Sole	2023-07-26
2023-03-31	$358	5	-70.6%	Shares	Sole	2023-05-03
2022-06-30	$1,399	17	+88.9%	Shares	Sole	2022-08-05
2022-03-31	$865	9	+50.0%	Shares	Sole	2022-05-09
2021-12-31	$514	6	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.