Steward Partners Investment Advisory, LLC
Position in WELL — Welltower Inc.
CIK 1723397
STAMFORD, CT
Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,415,169
+$4,954,832 QoQ
Shares Held
41,482
+83.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#362
of 1,588 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. WELL ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
This page
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,813 | $76,908 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,415,169 | 41,482 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,460,337 | 22,560 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,484,761 | 13,387 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,234,944 | 12,546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,135,924 | 13,894 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,952,508 | 12,744 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,583,945 | 12,568 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,676,808 | 13,097 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,204,608 | 11,555 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $988,688 | 10,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $965,810 | 10,711 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $908,820 | 11,094 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $911,144 | 11,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,169,048 | 16,307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,044,867 | 15,940 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,012,075 | 15,735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $891,356 | 10,824 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,056,001 | 10,984 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $937,723 | 10,933 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $919,254 | 11,156 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $826,263 | 9,943 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $836,136 | 11,673 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $571,499 | 8,844 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $546,933 | 9,928 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $594,090 | 11,480 | 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. | ||||||