Kovack Advisors, Inc.

SEC CIK: 0001728321
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 935
Value: $215.1K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of WELL by Kovack Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	935	$215.1K	<0.1%	+935	New	Holders
Q1 2026	0	$0	0.0%	−1,217−100.0%	Sold out	Holders
Q4 2025	1,217	$225.9K	<0.1%	+1,217	New	Holders