Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,516,929
+$666,132 QoQ
Shares Held
19,901
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#464
of 1,580 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $13,422,781 across 10 REIT - Healthcare Facilities names. WELL ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
19,901 | $4,516,929 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
147,784 | $3,162,577 | |
| 3 | VTR |
Ventas, Inc.
|
13,194 | $1,171,627 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
24,113 | $1,149,707 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
18,702 | $975,309 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
44,767 | $902,950 | |
| 7 | MPT |
Medical Properties Trust Inc
|
133,866 | $618,460 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
22,040 | $430,000 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,516,929 | 19,901 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,850,797 | 19,477 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,526,961 | 19,002 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,214,358 | 18,044 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,240,461 | 14,574 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,560,137 | 10,183 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,150,779 | 9,131 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,001,706 | 7,824 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $781,145 | 7,493 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $717,058 | 7,674 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $873,657 | 9,689 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $521,994 | 6,372 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $505,805 | 6,253 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $437,524 | 6,103 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $406,934 | 6,208 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $315,746 | 4,909 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $393,797 | 4,782 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $505,119 | 5,254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $332,873 | 3,881 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||