Capital Investment Advisory Services, LLC

Position in WELL — Welltower Inc.

CIK 1659203 RALEIGH, NC

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$231,055

-$87,455 QoQ

Shares Held

1,018

-36.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,213

of 1,580 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Investment Advisory Services, LLC holds $2,438,850 across 4 REIT - Healthcare Facilities names. WELL ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	27,691	$1,320,306
2	DOC	Healthpeak Properties, Inc.	31,067	$664,833
3	WELL	Welltower Inc. This page	1,018	$231,055
4	HR	Healthcare Realty Trust Inc	11,039	$222,656

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,055	1,018	-36.8%	Shares	Sole	2026-07-23
2026-03-31	$318,510	1,611	-1.8%	Shares	Sole	2026-05-05
2025-12-31	$304,586	1,641	+9.0%	Shares	Sole	2026-01-21
2025-09-30	$268,278	1,506	-6.3%	Shares	Sole	2025-11-05
2025-06-30	$247,044	1,607	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$245,902	1,605	-5.0%	Shares	Sole	2025-04-29
2024-09-30	$216,370	1,690	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.