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Prime Capital Investment Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1731446 OVERLAND PARK, KS

Position in WELL

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$1,277,206
+$120,299 QoQ
Shares Held
6,460
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026

Prime Capital Investment Advisors, LLC holds $3,540,059 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (36.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page
6,460 $1,277,206

All Filings in WELL

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,277,206 6,460
2025-12-31 $1,156,907 6,233
2025-09-30 $1,031,430 5,790
2025-06-30 $829,219 5,394
2025-03-31 $1,066,035 6,958
2024-12-31 $505,758 4,013
2024-09-30 $599,564 4,683
2024-06-30 $482,364 4,627
2024-03-31 $593,530 6,352
2023-12-31 $552,291 6,125
2023-09-30 $308,428 3,765
2023-06-30 $316,846 3,917
2023-03-31 $271,131 3,782
2021-03-31 $20,772 290
2020-12-31 $18,739 290
2020-09-30 $4,958 90
2020-06-30 $13,351 258
2020-03-31 $12,452 272