ALBION FINANCIAL GROUP /UT

Position in WELL — Welltower Inc.

CIK 1054677 SALT LAKE CITY, UT

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$33,591

-$3,183 QoQ

Shares Held

148

-20.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,444

of 1,581 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $33,591 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	148	$33,591

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,591	148	-20.4%	Shares	Sole	2026-07-22
2026-03-31	$36,774	186	+25.7%	Shares	Sole	2026-04-27
2025-12-31	$27,470	148	-9.2%	Shares	Sole	2026-01-21
2025-09-30	$29,036	163	+10.1%	Shares	Sole	2025-10-20
2025-06-30	$22,752	148	0.0%	Shares	Sole	2025-07-17
2025-03-31	$22,675	148	0.0%	Shares	Sole	2025-04-25
2024-12-31	$18,652	148	+9.6%	Shares	Sole	2025-01-17
2024-09-30	$17,284	135	0.0%	Shares	Sole	2024-10-09
2024-06-30	$14,073	135	0.0%	Shares	Sole	2024-07-10
2024-03-31	$12,614	135	0.0%	Shares	Sole	2024-04-19
2023-12-31	$12,172	135	0.0%	Shares	Sole	2024-01-26
2023-09-30	$11,059	135	0.0%	Shares	Sole	2023-11-01
2023-06-30	$10,920	135	0.0%	Shares	Sole	2023-07-25
2023-03-31	$9,678	135	0.0%	Shares	Sole	2023-04-18
2022-12-31	$8,849	135	0.0%	Shares	Sole	2023-02-03
2022-09-30	$8,683	135	0.0%	Shares	Sole	2022-10-27
2022-06-30	$11,117	135	-32.5%	Shares	Sole	2022-07-29
2022-03-31	$19,228	200	-67.1%	Shares	Sole	2022-05-09
2021-12-31	$52,062	607	-4.7%	Shares	Sole	2022-02-15
2021-09-30	$52,488	637	0.0%	Shares	Sole	2021-10-19
2021-06-30	$52,934	637	0.0%	Shares	Sole	2021-08-12
2020-12-31	$41,162	637	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.