Foundations Investment Advisors, LLC
EndowmentPosition in WELL — Welltower Inc.
CIK 1743404
PHOENIX, AZ
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$490,028
+$168,157 QoQ
Shares Held
2,159
+32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#944
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026Foundations Investment Advisors, LLC holds $3,889,523 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
33,595 | $1,601,809 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
15,251 | $615,377 | |
| 3 | VTR |
Ventas, Inc.
|
5,722 | $508,113 | |
| 4 | WELL |
Welltower Inc.
This page
|
2,159 | $490,028 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
8,705 | $453,965 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
7,254 | $220,231 |
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,028 | 2,159 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $321,871 | 1,628 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $343,564 | 1,851 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $421,479 | 2,366 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $849,050 | 5,523 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $834,381 | 5,446 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $638,341 | 5,065 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $649,624 | 5,074 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $522,501 | 5,012 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||