Steward Partners Investment Advisory, LLC

Position in WELL — Welltower Inc.

CIK 1723397 STAMFORD, CT

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,460,337

+$1,975,576 QoQ

Shares Held

22,560

+68.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $16,478,060 across 14 REIT - Healthcare Facilities names. WELL ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	263,868	$9,670,762
2	WELL	Welltower Inc. This page	22,560	$4,460,337
3	AHR	American Healthcare REIT, Inc.	22,295	$1,051,432
4	VTR	Ventas, Inc.	4,667	$381,667
5	OHI	Omega Healthcare Investors Inc	8,002	$350,647
6	DOC	Healthpeak Properties, Inc.	19,255	$316,359
7	MPT	Medical Properties Trust Inc	23,235	$107,578
8	SBRA	Sabra Health Care REIT, Inc.	4,000	$76,920

All Filings in WELL

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,460,337	22,560	+68.5%	Shares	Sole	2026-05-08
2025-12-31	$2,484,761	13,387	+6.7%	Shares	Sole	2026-02-12
2025-09-30	$2,234,944	12,546	-9.7%	Shares	Sole	2025-11-12
2025-06-30	$2,135,924	13,894	+9.0%	Shares	Sole	2025-08-12
2025-03-31	$1,952,508	12,744	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$1,583,945	12,568	-4.0%	Shares	Sole	2025-02-06
2024-09-30	$1,676,808	13,097	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$1,204,608	11,555	+9.2%	Shares	Sole	2024-08-08
2024-03-31	$988,688	10,581	-1.2%	Shares	Sole	2024-05-15
2023-12-31	$965,810	10,711	-3.5%	Shares	Sole	2024-02-12
2023-09-30	$908,820	11,094	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$911,144	11,264	-30.9%	Shares	Sole	2023-08-14
2023-03-31	$1,169,048	16,307	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$1,044,867	15,940	+1.3%	Shares	Sole	2023-02-15
2022-09-30	$1,012,075	15,735	+45.4%	Shares	Sole	2022-11-10
2022-06-30	$891,356	10,824	-1.5%	Shares	Sole	2022-08-04
2022-03-31	$1,056,001	10,984	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$937,723	10,933	-2.0%	Shares	Sole	2022-02-08
2021-09-30	$919,254	11,156	+12.2%	Shares	Sole	2021-11-12
2021-06-30	$826,263	9,943	-14.8%	Shares	Sole	2021-08-13
2021-03-31	$836,136	11,673	+32.0%	Shares	Sole	2021-05-17
2020-12-31	$571,499	8,844	-10.9%	Shares	Sole	2021-02-11
2020-09-30	$546,933	9,928	-13.5%	Shares	Sole	2020-10-30
2020-06-30	$594,090	11,480	-29.4%	Shares	Sole	2020-08-06
2020-03-31	$744,657	16,266	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.