ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in WELL — Welltower Inc.
CIK 771572
ROCHESTER, NY
Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,416,746
+$388,654 QoQ
Shares Held
6,242
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#665
of 1,581 holders
Holding Since
Sep 2024
6 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, 2026ASHTON THOMAS SECURITIES, LLC holds $1,416,746 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,242 | $1,416,746 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,746 | 6,242 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,028,092 | 5,200 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $968,698 | 5,219 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $633,465 | 3,556 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $516,071 | 3,357 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $49,803 | 389 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||