Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,043,213
+$812,254 QoQ
Shares Held
13,408
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#523
of 1,554 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Farther Finance Advisors, LLC holds $9,267,080 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
13,408 | $3,043,213 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
43,860 | $2,091,244 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
25,407 | $1,324,975 | |
| 4 | VTR |
Ventas, Inc.
|
11,125 | $987,900 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
25,031 | $535,663 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
17,304 | $337,601 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
9,153 | $277,885 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,027 | $202,839 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043,213 | 13,408 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,230,959 | 11,284 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,882,642 | 10,143 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,508,489 | 8,468 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,097,171 | 7,137 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $798,070 | 5,209 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $447,154 | 3,548 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $462,188 | 3,610 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $244,883 | 2,349 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $190,430 | 2,038 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $180,249 | 1,999 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $93,552 | 1,142 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,180 | 472 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $33,120 | 462 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $28,055 | 428 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||