WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WELL — Welltower Inc.
CIK 1632972
PLYMOUTH, MN
Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,754,159
-$17,638,036 QoQ
Shares Held
161,934
-41.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#25
of 582 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
161,934 | $36,754,159 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
252,106 | $12,020,414 | |
| 3 | VTR |
Ventas, Inc.
|
70,641 | $6,272,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
196,421 | $4,203,409 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
138,925 | $2,802,117 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
34,742 | $1,811,795 | |
| 7 | MPT |
Medical Properties Trust Inc
|
222,729 | $1,029,007 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
19,651 | $792,917 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,754,159 | 161,934 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $54,392,195 | 275,111 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $36,203,601 | 195,052 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,692,141 | 149,838 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $20,884,681 | 135,853 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $20,147,574 | 131,503 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,259,712 | 121,080 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $15,380,756 | 120,134 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,450,577 | 119,430 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $10,995,645 | 117,676 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $10,204,538 | 113,170 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,151,201 | 111,709 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||