Checchi Capital Advisers, LLC

Position in WELL — Welltower Inc.

CIK 1598186 BEVERLY HILLS, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,588,336

+$210,496 QoQ

Shares Held

6,998

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#642

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

Checchi Capital Advisers, LLC holds $2,505,572 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	6,998	$1,588,336
2	VTR	Ventas, Inc.	5,703	$506,426
3	OHI	Omega Healthcare Investors Inc	8,616	$410,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,336	6,998	+0.4%	Shares	Sole	2026-08-04
2026-03-31	$1,377,840	6,969	+4.0%	Shares	Sole	2026-05-04
2025-12-31	$1,243,587	6,700	-6.0%	Shares	Sole	2026-01-27
2025-09-30	$1,269,781	7,128	-33.6%	Shares	Sole	2025-11-05
2025-06-30	$1,651,367	10,742	-2.4%	Shares	Sole	2025-07-22
2025-03-31	$1,685,769	11,003	+19.5%	Shares	Sole	2025-04-29
2024-12-31	$1,160,232	9,206	+1.9%	Shares	Sole	2025-02-05
2024-09-30	$1,156,623	9,034	-3.0%	Shares	Sole	2024-11-04
2024-06-30	$970,567	9,310	+2.1%	Shares	Sole	2024-07-26
2024-03-31	$852,079	9,119	+5.8%	Shares	Sole	2024-04-25
2023-12-31	$777,175	8,619	+1.1%	Shares	Sole	2024-02-07
2023-09-30	$698,286	8,524	+3.4%	Shares	Sole	2023-11-13
2023-06-30	$667,018	8,246	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$588,574	8,210	-4.6%	Shares	Sole	2023-05-08
2022-12-31	$564,319	8,609	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$551,736	8,578	+1.7%	Shares	Sole	2022-11-09
2022-06-30	$694,375	8,432	+69.2%	Shares	Sole	2022-08-11
2022-03-31	$479,065	4,983	+7.7%	Shares	Sole	2022-05-09
2021-12-31	$396,857	4,627	+3.2%	Shares	Sole	2022-02-09
2021-09-30	$369,481	4,484	+2.6%	Shares	Sole	2021-11-09
2021-06-30	$363,230	4,371	+0.1%	Shares	Sole	2021-08-06
2021-03-31	$312,664	4,365	+7.0%	Shares	Sole	2021-05-10
2020-12-31	$263,649	4,080	+1.9%	Shares	Sole	2021-02-12
2020-09-30	$220,470	4,002	-8.7%	Shares	Sole	2020-11-10
2020-06-30	$226,820	4,383	-13.2%	Shares	Sole	2020-08-12
2020-03-31	$231,189	5,050	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.