Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$349,760
+$60,511 QoQ
Shares Held
1,541
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,053
of 1,581 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $4,539,334 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
80,337 | $4,189,574 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,541 | $349,760 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,760 | 1,541 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $289,249 | 1,463 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $240,736 | 1,297 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $344,522 | 1,934 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $286,860 | 1,866 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $269,496 | 1,759 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $401,758 | 3,138 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $321,298 | 3,082 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $347,409 | 3,718 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $325,694 | 3,612 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $266,158 | 3,249 | Shares | Sole | 2023-10-11 | |
| 2020-06-30 | $633,368 | 12,239 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||