Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$530,880
+$33,841 QoQ
Shares Held
2,339
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#913
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Advisor OS, LLC holds $769,539 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,339 | $530,880 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
7,861 | $238,659 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,880 | 2,339 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $497,039 | 2,514 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $447,132 | 2,409 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $400,100 | 2,246 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||