EVERMAY WEALTH MANAGEMENT LLC

Position in WELL — Welltower Inc.

CIK 1066816 ARLINGTON, VA

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$32,683

+$5,597 QoQ

Shares Held

144

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,445

of 1,581 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $32,683 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	144	$32,683

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,683	144	+5.1%	Shares	Sole	2026-07-27
2026-03-31	$27,086	137	0.0%	Shares	Sole	2026-05-12
2025-12-31	$25,428	137	+30.5%	Shares	Sole	2026-01-22
2025-09-30	$18,704	105	0.0%	Shares	Sole	2025-11-05
2025-06-30	$16,141	105	-16.0%	Shares	Sole	2025-07-30
2025-03-31	$19,151	125	0.0%	Shares	Sole	2025-05-07
2024-12-31	$15,753	125	0.0%	Shares	Sole	2025-01-24
2024-09-30	$16,003	125	-8.8%	Shares	Sole	2024-10-25
2024-06-30	$14,282	137	0.0%	Shares	Sole	2024-08-01
2024-03-31	$12,801	137	-3.5%	Shares	Sole	2024-05-14
2023-12-31	$12,804	142	+3.6%	Shares	Sole	2024-02-12
2023-09-30	$11,223	137	0.0%	Shares	Sole	2023-11-14
2023-06-30	$11,081	137	0.0%	Shares	Sole	2023-08-10
2023-03-31	$9,821	137	0.0%	Shares	Sole	2023-05-15
2022-12-31	$8,980	137	-8.1%	Shares	Sole	2023-01-19
2022-09-30	$9,583	149	0.0%	Shares	Sole	2022-11-14
2022-06-30	$12,270	149	-45.6%	Shares	Sole	2022-08-15
2022-03-31	$26,342	274	-81.0%	Shares	Sole	2022-05-16
2021-12-31	$123,851	1,444	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$120,304	1,460	0.0%	Shares	Sole	2021-11-12
2021-06-30	$121,326	1,460	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.