AlphaCore Capital LLC

Position in WELL — Welltower Inc.

CIK 1713662 LA JOLLA, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,963,517

+$679,786 QoQ

Shares Held

8,651

+33.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#600

of 1,580 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AlphaCore Capital LLC holds $5,048,198 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	25,068	$2,226,038
2	WELL	Welltower Inc. This page	8,651	$1,963,517
3	OHI	Omega Healthcare Investors Inc	9,734	$464,117
4	AHR	American Healthcare REIT, Inc.	5,882	$306,746
5	MPT	Medical Properties Trust Inc	19,000	$87,780

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,963,517	8,651	+33.2%	Shares	Sole	2026-08-06
2026-03-31	$1,283,731	6,493	-20.2%	Shares	Sole	2026-05-15
2025-12-31	$1,510,122	8,136	+43.4%	Shares	Sole	2026-02-05
2025-09-30	$1,010,766	5,674	+15.8%	Shares	Sole	2025-11-12
2025-06-30	$753,430	4,901	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$745,213	4,864	+7.6%	Shares	Sole	2025-05-12
2024-12-31	$569,907	4,522	-2.5%	Shares	Sole	2025-02-21
2024-09-30	$594,059	4,640	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$472,252	4,530	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$416,835	4,461	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$395,395	4,385	0.0%	Shares	Sole	2024-02-13
2023-09-30	$359,219	4,385	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$360,769	4,460	+3.5%	Shares	Sole	2023-08-10
2023-03-31	$308,983	4,310	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$279,243	4,260	+66.4%	Shares	Sole	2023-02-14
2022-06-30	$210,816	2,560	+3.0%	Shares	Sole	2022-08-12
2022-03-31	$238,907	2,485	+1361.8%	Shares	Sole	2022-05-04
2020-03-31	$7,782	170	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.