Aventura Private Wealth, LLC

Position in WELL — Welltower Inc.

CIK 2074418 AVENTURA, FL

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$71,495

+$70,507 QoQ

Shares Held

315

+6200.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,383

of 1,577 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $290,583 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	4,415	$210,507
2	WELL	Welltower Inc. This page	315	$71,495
3	AHR	American Healthcare REIT, Inc.	79	$4,119
4	HR	Healthcare Realty Trust Inc	200	$4,034
5	DOC	Healthpeak Properties, Inc.	20	$428

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,495	315	+6200.0%	Shares	Sole	2026-07-15
2026-03-31	$988	5	-93.3%	Shares	Sole	2026-05-06
2025-12-31	$13,920	75	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.