Position in WELL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$10,637,984
+$698,012 QoQ
Shares Held
53,806
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $12,512,735 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
53,806 | $10,637,984 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
42,783 | $1,874,751 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,637,984 | 53,806 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,939,972 | 53,553 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,021,621 | 56,257 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,952,774 | 58,237 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,995,265 | 58,712 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,698,794 | 61,087 | Shares | Sole | 2025-01-24 | |
| 2023-03-31 | $450,069 | 6,278 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $809,542 | 12,350 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,160,783 | 18,047 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,486,170 | 18,047 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,729,943 | 17,994 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,527,477 | 17,809 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,666,299 | 32,358 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||