Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$261,015
+$33,649 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,161
of 1,580 holders
Holding Since
Mar 2020
14 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 Jun 30, 2026Sterling Investment Advisors, Ltd. holds $3,710,043 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
72,337 | $3,449,028 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,150 | $261,015 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,015 | 1,150 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $227,366 | 1,150 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $222,732 | 1,200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $213,768 | 1,200 | Shares | Sole | 2025-10-28 | |
| 2022-06-30 | $179,111 | 2,175 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $209,104 | 2,175 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $186,549 | 2,175 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $179,220 | 2,175 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $222,292 | 2,675 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $191,610 | 2,675 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $195,475 | 3,025 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $166,647 | 3,025 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $257,456 | 4,975 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $259,801 | 5,675 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||