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, 2026Prime Capital Investment Advisors, LLC holds $3,540,059 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (36.1% of the industry book) .
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,277,206 | 6,460 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,156,907 | 6,233 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,031,430 | 5,790 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $829,219 | 5,394 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,066,035 | 6,958 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $505,758 | 4,013 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $599,564 | 4,683 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $482,364 | 4,627 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $593,530 | 6,352 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $552,291 | 6,125 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $308,428 | 3,765 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $316,846 | 3,917 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $271,131 | 3,782 | Shares | Sole | 2023-05-05 | |
| 2021-03-31 | $20,772 | 290 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $18,739 | 290 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,958 | 90 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,351 | 258 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $12,452 | 272 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||