Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,496,956
+$745,805 QoQ
Shares Held
19,813
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#152
of 795 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $7,234,086 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
19,813 | $4,496,956 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
28,417 | $608,123 | |
| 3 | VTR |
Ventas, Inc.
|
5,702 | $506,337 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
9,265 | $406,362 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,027 | $382,727 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,191 | $270,710 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
12,547 | $253,072 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,445 | $219,705 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,496,956 | 19,813 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,751,151 | 18,973 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,433,785 | 18,500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,227,362 | 18,117 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,595,884 | 16,886 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,173,896 | 14,189 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $647,794 | 5,140 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $668,188 | 5,219 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $531,049 | 5,094 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||