OPPENHEIMER & CO INC

Position in WELL — Welltower Inc.

CIK 822581 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,998,984

+$481,921 QoQ

Shares Held

17,619

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#487

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $11,294,119 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	17,619	$3,998,984
2	DOC	Healthpeak Properties, Inc.	171,242	$3,664,578
3	OHI	Omega Healthcare Investors Inc	61,024	$2,909,624
4	SBRA	Sabra Health Care REIT, Inc.	36,952	$720,933

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,998,984	17,619	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$3,517,063	17,789	+2.3%	Shares	Sole	2026-04-24
2025-12-31	$3,229,057	17,397	-40.7%	Shares	Sole	2026-02-02
2025-09-30	$5,228,765	29,352	+0.3%	Shares	Sole	2025-11-06
2025-06-30	$4,498,139	29,260	-1.4%	Shares	Sole	2025-07-31
2025-03-31	$4,545,281	29,667	+5.3%	Shares	Sole	2025-04-23
2024-12-31	$3,549,508	28,164	+1.4%	Shares	Sole	2025-02-05
2024-09-30	$3,556,673	27,780	-1.1%	Shares	Sole	2024-11-05
2024-06-30	$2,927,548	28,082	+2.9%	Shares	Sole	2024-08-08
2024-03-31	$2,549,977	27,290	+2.9%	Shares	Sole	2024-05-07
2023-12-31	$2,390,316	26,509	+8.9%	Shares	Sole	2024-02-13
2023-09-30	$1,994,833	24,351	+25.6%	Shares	Sole	2023-11-08
2023-06-30	$1,568,052	19,385	-3.6%	Shares	Sole	2023-08-03
2023-03-31	$1,442,331	20,119	+4.0%	Shares	Sole	2023-05-10
2022-12-31	$1,268,523	19,352	-26.8%	Shares	Sole	2023-02-08
2022-09-30	$1,701,006	26,446	-12.0%	Shares	Sole	2022-11-14
2022-06-30	$2,474,946	30,054	+7.7%	Shares	Sole	2022-08-08
2022-03-31	$2,683,171	27,909	+8.0%	Shares	Sole	2022-05-12
2021-12-31	$2,215,782	25,834	-8.6%	Shares	Sole	2022-02-02
2021-09-30	$2,327,882	28,251	-6.7%	Shares	Sole	2021-11-12
2021-06-30	$2,515,021	30,265	-2.1%	Shares	Sole	2021-08-03
2021-03-31	$2,215,444	30,929	+2.1%	Shares	Sole	2021-05-10
2020-12-31	$1,957,404	30,291	+1.5%	Shares	Sole	2021-02-11
2020-09-30	$1,644,436	29,850	+0.7%	Shares	Sole	2020-11-13
2020-06-30	$1,534,594	29,654	-19.6%	Shares	Sole	2020-08-11
2020-03-31	$1,688,366	36,880	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.