Proficio Capital Partners LLC

Position in WELL — Welltower Inc.

CIK 1654175 NEWTON, MA

Position in WELL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,103,528

+$427,270 QoQ

Shares Held

4,862

+10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#723

of 1,580 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Proficio Capital Partners LLC holds $2,022,620 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	4,862	$1,103,528
2	VTR	Ventas, Inc.	4,981	$442,312
3	OHI	Omega Healthcare Investors Inc	7,040	$335,667
4	MPT	Medical Properties Trust Inc	30,544	$141,113

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,103,528	4,862	+10.5%	Shares	Sole	2026-08-17
2025-06-30	$676,258	4,399	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$663,092	4,328	+6.9%	Shares	Sole	2025-05-06
2024-12-31	$510,043	4,047	+148.3%	Shares	Sole	2025-02-06
2024-09-30	$208,688	1,630	-56.5%	Shares	Sole	2024-11-01
2024-06-30	$390,207	3,743	-20.4%	Shares	Sole	2024-07-25
2024-03-31	$439,448	4,703	+1.5%	Shares	Sole	2024-05-02
2023-12-31	$417,757	4,633	-6.4%	Shares	Sole	2024-02-13
2023-09-30	$405,422	4,949	+2.9%	Shares	Sole	2023-10-18
2023-06-30	$389,161	4,811	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$342,104	4,772	-2.1%	Shares	Sole	2023-04-21
2022-12-31	$319,359	4,872	+47.2%	Shares	Sole	2023-01-30
2022-09-30	$212,834	3,309	+3.1%	Shares	Sole	2022-10-11
2022-06-30	$264,178	3,208	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$307,071	3,194	+4.5%	Shares	Sole	2022-05-13
2021-12-31	$262,113	3,056	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$253,380	3,075	-12.7%	Shares	Sole	2021-11-15
2021-06-30	$292,595	3,521	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$251,206	3,507	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.