Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$212,216
-$13,671 QoQ
Shares Held
935
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#437
of 582 holders
Holding Since
Dec 2025
2 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, 2026Kovack Advisors, Inc. holds $3,277,929 across 9 REIT - Healthcare Facilities names. WELL ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
22,834 | $1,088,725 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
37,588 | $687,108 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,306 | $276,707 | |
| 4 | NHP |
National Healthcare Properties, Inc.
|
16,800 | $246,120 | |
| 5 | VTR |
Ventas, Inc.
|
2,500 | $222,000 | |
| 6 | WELL |
Welltower Inc.
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|
935 | $212,216 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
6,849 | $207,935 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
9,622 | $205,910 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,216 | 935 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $225,887 | 1,217 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||