Mutual Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1694080 OMAHA, NE

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,253,358

+$418,807 QoQ

Shares Held

9,928

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#579

of 1,581 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Mutual Advisors, LLC holds $21,096,163 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	364,811	$17,394,188
2	WELL	Welltower Inc. This page	9,928	$2,253,358
3	VTR	Ventas, Inc.	10,633	$944,210
4	AHR	American Healthcare REIT, Inc.	7,702	$401,659
5	MPT	Medical Properties Trust Inc	22,240	$102,748

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,253,358	9,928	+7.0%	Shares	Sole	2026-08-14
2026-03-31	$1,834,551	9,279	+231.2%	Shares	Sole	2026-05-04
2025-12-31	$520,079	2,802	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$501,998	2,818	+5.0%	Shares	Sole	2025-11-04
2025-06-30	$412,611	2,684	-23.4%	Shares	Sole	2025-07-28
2025-03-31	$536,847	3,504	+71.3%	Shares	Sole	2025-04-28
2024-12-31	$257,731	2,045	+0.7%	Shares	Sole	2025-01-17
2024-09-30	$259,900	2,030	-5.4%	Shares	Sole	2024-10-25
2024-06-30	$223,616	2,145	-11.1%	Shares	Sole	2024-07-30
2024-03-31	$225,564	2,414	-3.0%	Shares	Sole	2024-05-02
2023-12-31	$224,433	2,489	-10.3%	Shares	Sole	2024-01-12
2023-06-30	$224,469	2,775	-6.0%	Shares	Sole	2023-07-31
2023-03-31	$211,700	2,953	-5.9%	Shares	Sole	2023-04-11
2022-09-30	$201,900	3,139	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.