Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,746,592
+$339,062 QoQ
Shares Held
16,507
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#502
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
16,507 | $3,746,592 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
50,350 | $2,625,752 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
25,463 | $544,908 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
9,670 | $461,065 | |
| 5 | VTR |
Ventas, Inc.
|
5,049 | $448,350 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,289 | $253,761 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,746,592 | 16,507 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,407,530 | 17,235 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,717,834 | 25,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,536,791 | 19,854 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,491,488 | 9,702 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,415,200 | 9,237 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $808,860 | 6,418 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $830,402 | 6,486 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $736,317 | 7,063 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $658,191 | 7,044 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $638,223 | 7,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $838,942 | 10,241 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $857,919 | 10,606 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $908,527 | 12,673 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $831,174 | 12,680 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $857,642 | 13,334 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,234,673 | 14,993 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,499,303 | 15,595 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,475,844 | 17,207 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,004,538 | 12,191 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,014,567 | 12,209 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $250,275 | 3,494 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $198,124 | 3,066 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $712,864 | 12,940 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $631,815 | 12,209 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $174,742 | 3,817 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||