CENTAURUS FINANCIAL, INC.

Position in WELL — Welltower Inc.

CIK 891943 ANAHEIM, CA

Position in WELL

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$3,108,792

+$334,665 QoQ

Shares Held

15,724

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

CENTAURUS FINANCIAL, INC. holds $4,312,751 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	15,724	$3,108,792
2	SILA	Sila Realty Trust, Inc.	30,890	$731,475
3	AHR	American Healthcare REIT, Inc.	5,913	$278,857
4	DOC	Healthpeak Properties, Inc.	11,785	$193,627

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,108,792	15,724	+5.2%	Shares	Sole	2026-05-18
2025-12-31	$2,774,127	14,946	+9.7%	Shares	Sole	2026-02-13
2025-09-30	$2,426,444	13,621	+5.7%	Shares	Sole	2025-11-20
2025-06-30	$1,981,887	12,892	-22.8%	Shares	Sole	2025-08-29
2025-03-31	$2,559,219	16,704	-2.5%	Shares	Sole	2025-05-15
2024-12-31	$2,159,524	17,135	+2074.5%	Shares	Sole	2025-03-12
2024-09-30	$100,887	788	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.