INSIGNEO ADVISORY SERVICES, LLC

Position in WELL — Welltower Inc.

CIK 1964958 MIAMI, FL

Position in WELL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$229,739

-$90,106 QoQ

Shares Held

1,162

-66.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $1,092,675 across 2 REIT - Healthcare Facilities names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc.	6,558	$582,350
2	DOC	Healthpeak Properties, Inc.	23,847	$510,325

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,739	1,162	-66.1%	Shares	Sole	2026-05-12
2024-03-31	$319,845	3,423	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$307,389	3,409	+15.9%	Shares	Sole	2024-02-14
2023-09-30	$240,926	2,941	-0.9%	Shares	Sole	2023-11-14
2023-03-31	$212,847	2,969	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.