Independent Advisor Alliance

Position in WELL — Welltower Inc.

CIK 1696899 CHARLOTTE, NC

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,048,857

+$331,944 QoQ

Shares Held

9,027

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#590

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $3,574,886 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	9,027	$2,048,857
2	VTR	Ventas, Inc.	10,723	$952,202
3	OHI	Omega Healthcare Investors Inc	12,035	$573,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,048,857	9,027	+3.9%	Shares	Sole	2026-08-12
2026-03-31	$1,716,913	8,684	-39.0%	Shares	Sole	2026-05-12
2025-12-31	$2,640,858	14,228	+24.5%	Shares	Sole	2026-02-04
2025-09-30	$2,035,426	11,426	-2.0%	Shares	Sole	2025-11-04
2025-06-30	$1,791,722	11,655	-10.1%	Shares	Sole	2025-08-11
2025-03-31	$1,986,979	12,969	+1.2%	Shares	Sole	2025-05-12
2024-12-31	$1,614,822	12,813	+16.0%	Shares	Sole	2025-02-07
2024-09-30	$1,414,602	11,049	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,150,710	11,038	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$1,016,253	10,876	-9.0%	Shares	Sole	2024-05-08
2023-12-31	$1,077,441	11,949	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$977,305	11,930	+0.7%	Shares	Sole	2023-10-24
2023-06-30	$958,465	11,849	+12.9%	Shares	Sole	2023-07-28
2023-03-31	$752,099	10,491	+4.0%	Shares	Sole	2023-05-12
2022-12-31	$661,465	10,091	-16.5%	Shares	Sole	2023-02-13
2022-09-30	$777,693	12,091	+1.3%	Shares	Sole	2022-11-04
2022-06-30	$983,341	11,941	-2.3%	Shares	Sole	2022-08-04
2022-03-31	$1,174,446	12,216	-31.2%	Shares	Sole	2022-05-06
2021-12-31	$1,523,446	17,762	+1.2%	Shares	Sole	2022-02-11
2021-09-30	$1,445,872	17,547	+1.5%	Shares	Sole	2021-11-01
2021-06-30	$1,436,383	17,285	-16.2%	Shares	Sole	2021-08-12
2021-03-31	$1,478,085	20,635	-1.8%	Shares	Sole	2021-05-14
2020-12-31	$1,358,053	21,016	+2.8%	Shares	Sole	2021-02-11
2020-09-30	$1,125,929	20,438	-0.7%	Shares	Sole	2020-11-04
2020-06-30	$1,065,532	20,590	+0.2%	Shares	Sole	2020-08-06
2020-03-31	$941,007	20,555	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.