Crewe Advisors LLC

Position in WELL — Welltower Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in WELL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$20,427

+$9,553 QoQ

Shares Held

+63.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,476

of 1,580 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crewe Advisors LLC holds $100,566 across 8 REIT - Healthcare Facilities names. WELL ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	1,445	$58,305
2	WELL	Welltower Inc. This page	90	$20,427
3	LTC	Ltc Properties Inc	297	$11,419
4	HR	Healthcare Realty Trust Inc	250	$5,042
5	VTR	Ventas, Inc.	35	$3,108
6	SBRA	Sabra Health Care REIT, Inc.	94	$1,833
7	DOC	Healthpeak Properties, Inc.	18	$385
8	OHI	Omega Healthcare Investors Inc	1	$47

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,427	90	+63.6%	Shares	Sole	2026-07-24
2026-03-31	$10,874	55	+292.9%	Shares	Sole	2026-05-07
2025-12-31	$2,598	14	+366.7%	Shares	Sole	2026-01-16
2025-06-30	$461	3	-95.6%	Shares	Sole	2025-07-30
2024-09-30	$8,706	68	+7.9%	Shares	Sole	2024-11-12
2024-06-30	$6,567	63	-67.7%	Shares	Sole	2024-07-29
2024-03-31	$18,220	195	+9650.0%	Shares	Sole	2024-05-14
2023-06-30	$161	2	-99.1%	Shares	Sole	2023-07-28
2022-09-30	$13,700	213	+30.7%	Shares	Sole	2022-11-14
2022-06-30	$13,423	163	+158.7%	Shares	Sole	2022-08-02
2022-03-31	$6,056	63	0.0%	Shares	Sole	2022-04-27
2021-12-31	$5,403	63	0.0%	Shares	Sole	2022-02-10
2021-09-30	$5,191	63	0.0%	Shares	Sole	2021-10-29
2021-06-30	$5,235	63	-59.6%	Shares	Sole	2021-08-11
2021-03-31	$11,174	156	0.0%	Shares	Sole	2021-04-21
2020-12-31	$10,080	156	+578.3%	Shares	Sole	2021-01-27
2020-09-30	$1,267	23	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.