Ameritas Advisory Services, LLC

Position in WELL — Welltower Inc.

CIK 1901275 LINCOLN, NE

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,433,315

+$721,955 QoQ

Shares Held

6,315

+75.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#661

of 1,580 holders

Holding Since

Jun 2022

15 quarters on record

Real Estate · as of Jun 30, 2026

Ameritas Advisory Services, LLC holds $4,687,819 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	6,315	$1,433,315
2	MPT	Medical Properties Trust Inc	242,950	$1,122,429
3	OHI	Omega Healthcare Investors Inc	19,706	$939,582
4	CTRE	CareTrust REIT, Inc.	13,207	$532,902
5	AHR	American Healthcare REIT, Inc.	9,976	$520,248
6	SBRA	Sabra Health Care REIT, Inc.	4,211	$82,156
7	VTR	Ventas, Inc.	644	$57,187

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,433,315	6,315	+75.5%	Shares	Sole	2026-08-14
2026-03-31	$711,360	3,598	-3.2%	Shares	Sole	2026-05-12
2025-12-31	$689,912	3,717	+27.4%	Shares	Sole	2026-02-04
2025-09-30	$519,812	2,918	-48.9%	Shares	Sole	2025-11-06
2025-06-30	$877,798	5,710	-13.8%	Shares	Sole	2025-07-21
2025-03-31	$1,015,169	6,626	-12.8%	Shares	Sole	2025-04-25
2024-12-31	$957,323	7,596	+2.0%	Shares	Sole	2025-01-15
2024-09-30	$953,567	7,448	+15.9%	Shares	Sole	2024-10-30
2024-06-30	$669,806	6,425	+3.1%	Shares	Sole	2024-07-29
2024-03-31	$582,037	6,229	+85.9%	Shares	Sole	2024-05-14
2023-12-31	$302,069	3,350	+8.8%	Shares	Sole	2024-02-14
2023-09-30	$252,149	3,078	-1.5%	Shares	Sole	2023-11-13
2023-03-31	$224,102	3,126	-26.7%	Shares	Sole	2023-04-28
2022-12-31	$279,636	4,266	+57.1%	Shares	Sole	2023-02-10
2022-06-30	$223,580	2,715	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.