Values First Advisors, Inc.

Position in WELL — Welltower Inc.

CIK 1913608 JOHNSON CITY, TN

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$790,763

-$552,676 QoQ

Shares Held

3,484

-48.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#805

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Values First Advisors, Inc. holds $2,010,354 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,484	$790,763
2	OHI	Omega Healthcare Investors Inc	16,460	$784,812
3	CTRE	CareTrust REIT, Inc.	10,775	$434,771
4	DOC	Healthpeak Properties, Inc.	0	$8

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,763	3,484	-48.7%	Shares	Sole	2026-08-04
2026-03-31	$1,343,439	6,795	+1.3%	Shares	Sole	2026-04-17
2025-12-31	$1,245,443	6,710	+7.7%	Shares	Sole	2026-01-30
2025-09-30	$1,109,634	6,229	+1.0%	Shares	Sole	2025-10-21
2025-06-30	$948,052	6,167	-1.5%	Shares	Sole	2025-07-29
2025-03-31	$958,788	6,258	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$785,923	6,236	+4.0%	Shares	Sole	2025-01-29
2024-09-30	$767,795	5,997	-0.4%	Shares	Sole	2024-10-23
2024-06-30	$627,585	6,020	+0.2%	Shares	Sole	2024-07-19
2024-03-31	$561,574	6,010	+4.4%	Shares	Sole	2024-04-23
2023-12-31	$519,108	5,757	-32.9%	Shares	Sole	2024-01-18
2023-09-30	$702,627	8,577	-0.0%	Shares	Sole	2023-11-08
2023-06-30	$694,036	8,580	+6.0%	Shares	Sole	2023-08-02
2023-03-31	$580,258	8,094	+4.6%	Shares	Sole	2023-05-15
2022-12-31	$507,291	7,739	+27.4%	Shares	Sole	2023-01-20
2022-09-30	$390,744	6,075	+4.5%	Shares	Sole	2022-12-02
2022-06-30	$478,865	5,815	-3.9%	Shares	Sole	2022-07-20
2022-03-31	$581,839	6,052	+4.1%	Shares	Sole	2022-05-03
2021-12-31	$498,409	5,811	-9.7%	Shares	Sole	2022-03-10
2021-09-30	$530,491	6,438	+4.2%	Shares	Sole	2022-11-15
2021-06-30	$513,225	6,176	-1.6%	Shares	Sole	2022-11-15
2021-03-31	$449,621	6,277	+1.7%	Shares	Sole	2022-11-15
2020-12-31	$398,770	6,171	-1.9%	Shares	Sole	2022-11-15
2020-09-30	$346,516	6,290	+22.3%	Shares	Sole	2022-11-15
2020-06-30	$266,150	5,143	+6.8%	Shares	Sole	2022-11-15
2020-03-31	$220,430	4,815	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.