Lido Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1650150 Los Angeles, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,479,006

+$1,617,233 QoQ

Shares Held

50,575

+1.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#335

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Real Estate · as of Jun 30, 2026

Lido Advisors, LLC holds $17,070,727 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	50,575	$11,479,006
2	DOC	Healthpeak Properties, Inc.	176,970	$3,787,158
3	VTR	Ventas, Inc.	9,019	$800,886
4	CTRE	CareTrust REIT, Inc.	15,288	$616,870
5	OHI	Omega Healthcare Investors Inc	6,517	$310,730
6	MPT	Medical Properties Trust Inc	16,467	$76,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,479,006	50,575	+1.4%	Shares	Defined	2026-08-07
2026-03-31	$9,861,773	49,880	-30.3%	Shares	Defined	2026-05-13
2025-12-31	$13,281,322	71,555	+1.6%	Shares	Defined	2026-02-10
2025-09-30	$12,545,686	70,426	+66.0%	Shares	Sole	2025-11-14
2025-06-30	$6,521,071	42,419	-54.3%	Shares	Defined	2025-08-13
2025-03-31	$14,210,993	92,755	+32.3%	Shares	Defined	2025-05-15
2024-12-31	$8,837,096	70,119	+538.4%	Shares	Defined	2025-02-14
2024-09-30	$1,406,151	10,983	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$1,072,210	10,285	+10.2%	Shares	Sole	2024-08-15
2024-03-31	$871,982	9,332	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$839,392	9,309	-12.2%	Shares	Sole	2024-02-14
2023-09-30	$868,597	10,603	+4.8%	Shares	Sole	2023-11-14
2023-06-30	$818,525	10,119	+1.3%	Shares	Sole	2023-08-09
2023-03-31	$715,824	9,985	+29.3%	Shares	Defined	2023-05-15
2022-12-31	$506,111	7,721	+8.7%	Shares	Sole	2023-02-14
2022-09-30	$456,864	7,103	-6.3%	Shares	Sole	2022-11-14
2022-06-30	$624,130	7,579	+5.9%	Shares	Sole	2022-08-15
2022-03-31	$687,881	7,155	+2.0%	Shares	Sole	2022-05-17
2021-12-31	$601,933	7,018	-8.8%	Shares	Sole	2022-02-15
2021-09-30	$634,068	7,695	+18.1%	Shares	Sole	2022-02-15
2021-06-30	$541,396	6,515	+3.7%	Shares	Sole	2021-08-12
2021-03-31	$449,836	6,280	+2.9%	Shares	Sole	2021-05-13
2020-12-31	$394,505	6,105	-9.2%	Shares	Sole	2021-02-08
2020-09-30	$370,370	6,723	+2.2%	Shares	Sole	2020-11-12
2020-06-30	$340,515	6,580	-62.8%	Shares	Sole	2020-08-12
2020-03-31	$808,703	17,665	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.