Stratos Wealth Partners, LTD.

Position in WELL — Welltower Inc.

CIK 1612865 BEACHWOOD, OH

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,732,688

+$488,697 QoQ

Shares Held

7,634

+21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#624

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Stratos Wealth Partners, LTD. holds $3,314,820 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	7,634	$1,732,688
2	AHR	American Healthcare REIT, Inc.	10,167	$530,209
3	OHI	Omega Healthcare Investors Inc	8,976	$427,975
4	VTR	Ventas, Inc.	4,060	$360,528
5	LTC	Ltc Properties Inc	6,851	$263,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,732,688	7,634	+21.3%	Shares	Sole	2026-08-11
2026-03-31	$1,243,991	6,292	+1.4%	Shares	Sole	2026-04-28
2025-12-31	$1,151,338	6,203	+15.4%	Shares	Sole	2026-01-20
2025-09-30	$957,324	5,374	-67.2%	Shares	Sole	2025-11-06
2025-06-30	$2,518,097	16,380	+114.8%	Shares	Sole	2025-07-29
2025-03-31	$1,168,379	7,626	-44.8%	Shares	Sole	2025-04-30
2024-12-31	$1,742,238	13,824	+139.3%	Shares	Sole	2025-01-27
2024-09-30	$739,757	5,778	-72.7%	Shares	Sole	2024-10-17
2024-06-30	$2,210,412	21,203	+320.1%	Shares	Sole	2024-07-24
2024-03-31	$471,591	5,047	+0.4%	Shares	Sole	2024-04-16
2023-12-31	$453,374	5,028	-12.6%	Shares	Sole	2024-01-24
2023-09-30	$471,531	5,756	+56.8%	Shares	Sole	2023-10-24
2023-06-30	$297,028	3,672	-4.0%	Shares	Sole	2023-07-18
2023-03-31	$274,142	3,824	-8.2%	Shares	Sole	2023-04-27
2022-12-31	$273,015	4,165	-1.5%	Shares	Sole	2023-01-19
2022-09-30	$271,880	4,227	-7.3%	Shares	Sole	2022-10-24
2022-06-30	$375,598	4,561	-1.2%	Shares	Sole	2022-07-22
2022-03-31	$443,686	4,615	-4.1%	Shares	Sole	2022-04-26
2021-12-31	$412,553	4,810	+7.2%	Shares	Sole	2022-01-14
2021-09-30	$369,811	4,488	+23.7%	Shares	Sole	2021-10-19
2021-06-30	$301,403	3,627	-9.1%	Shares	Sole	2021-07-19
2021-03-31	$285,732	3,989	-0.2%	Shares	Sole	2021-04-27
2020-12-31	$258,221	3,996	-16.9%	Shares	Sole	2021-01-29
2020-09-30	$264,927	4,809	-36.6%	Shares	Sole	2020-10-29
2020-06-30	$392,368	7,582	-21.0%	Shares	Sole	2020-07-28
2020-03-31	$439,442	9,599	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.