Concurrent Investment Advisors, LLC

Position in WELL — Welltower Inc.

CIK 2001015 Tampa, FL

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,479,736

+$1,014,061 QoQ

Shares Held

24,143

+6.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#431

of 1,581 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $13,883,611 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	24,143	$5,479,736
2	VTR	Ventas, Inc.	30,577	$2,715,237
3	OHI	Omega Healthcare Investors Inc	36,478	$1,739,270
4	DOC	Healthpeak Properties, Inc.	63,838	$1,366,133
5	AHR	American Healthcare REIT, Inc.	20,391	$1,063,390
6	CTRE	CareTrust REIT, Inc.	22,386	$903,274
7	SBRA	Sabra Health Care REIT, Inc.	18,231	$355,686
8	NHI	National Health Investors Inc	3,421	$260,885

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,479,736	24,143	+6.9%	Shares	Sole	2026-07-27
2026-03-31	$4,465,675	22,587	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$4,161,747	22,422	+15.0%	Shares	Sole	2026-01-29
2025-09-30	$3,473,730	19,500	-1.1%	Shares	Sole	2025-10-27
2025-06-30	$3,032,324	19,725	+1.0%	Shares	Sole	2025-07-25
2025-03-31	$2,992,497	19,532	+1.9%	Shares	Sole	2025-04-29
2024-12-31	$2,414,608	19,159	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$2,466,241	19,263	-0.4%	Shares	Sole	2024-10-30
2024-06-30	$2,017,133	19,349	+166.6%	Shares	Sole	2024-07-30
2024-03-31	$678,094	7,257	-5.5%	Shares	Sole	2024-05-07
2023-12-31	$692,595	7,681	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.