MONECO ADVISORS, LLC

Position in WELL — Welltower Inc.

CIK 1765690 FAIRFIELD, CT

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$240,588

+$26,666 QoQ

Shares Held

1,060

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,193

of 1,581 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $1,164,963 across 4 REIT - Healthcare Facilities names. WELL ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	7,871	$375,289
2	LTC	Ltc Properties Inc	8,960	$344,512
3	WELL	Welltower Inc. This page	1,060	$240,588
4	CTRE	CareTrust REIT, Inc.	5,070	$204,574

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,588	1,060	-2.0%	Shares	Sole	2026-08-11
2026-03-31	$213,922	1,082	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.