Golden State Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1776033 SANTA ANA, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$74,673

-$56,606 QoQ

Shares Held

329

-50.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,378

of 1,580 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $587,291 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	9,159	$477,641
2	WELL	Welltower Inc. This page	329	$74,673
3	SILA	Sila Realty Trust, Inc.	1,103	$33,487
4	MPT	Medical Properties Trust Inc	271	$1,252
5	OHI	Omega Healthcare Investors Inc	5	$238

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,673	329	-50.5%	Shares	Sole	2026-07-22
2026-03-31	$131,279	664	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$123,059	663	0.0%	Shares	Sole	2026-02-13
2025-09-30	$118,106	663	0.0%	Shares	Sole	2025-11-03
2025-06-30	$101,922	663	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$101,425	662	-1.6%	Shares	Sole	2025-04-24
2024-12-31	$84,818	673	-38.7%	Shares	Sole	2025-01-28
2020-03-31	$50,266	1,098	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.