Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$810,991
+$166,748 QoQ
Shares Held
4,102
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026AE Wealth Management LLC holds $3,623,913 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,887 | $890,704 | |
| 2 | WELL |
Welltower Inc.
This page
|
4,102 | $810,991 | |
| 3 | VTR |
Ventas, Inc.
|
9,168 | $749,746 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
26,842 | $635,617 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,143 | $356,820 | |
| 6 | MPT |
Medical Properties Trust Inc
|
38,886 | $180,035 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $810,991 | 4,102 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $644,243 | 3,471 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $567,901 | 3,188 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $463,183 | 3,013 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $319,132 | 2,083 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $243,488 | 1,932 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $207,023 | 1,617 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $294,818 | 2,828 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $924,242 | 10,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $745,144 | 9,096 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $688,859 | 8,516 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $649,368 | 9,058 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $673,132 | 10,269 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $872,629 | 13,567 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $701,374 | 8,517 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $798,154 | 8,302 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $637,699 | 7,435 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $495,059 | 6,008 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $513,641 | 6,181 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $434,650 | 6,068 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $423,131 | 6,548 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $376,980 | 6,843 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $451,363 | 8,722 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $885,156 | 19,335 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||