Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$362,244
+$53,224 QoQ
Shares Held
1,596
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,043
of 1,577 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avestar Capital, LLC holds $1,076,995 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
8,049 | $714,751 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,596 | $362,244 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,244 | 1,596 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $309,020 | 1,563 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,271 | 1,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $284,311 | 1,596 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $414,148 | 2,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $444,768 | 2,903 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $403,043 | 3,198 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $324,684 | 2,536 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $240,192 | 2,304 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||