Strategic Investment Advisors / MI
Position in WELL — Welltower Inc.
CIK 1760540
FARMINGTON HILLS, MI
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$529,067
+$75,916 QoQ
Shares Held
2,331
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#914
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Strategic Investment Advisors / MI holds $1,816,665 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
27,005 | $1,287,598 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,331 | $529,067 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,067 | 2,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $453,151 | 2,292 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $501,332 | 2,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $526,581 | 2,956 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $478,254 | 3,111 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $433,890 | 2,832 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||