LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Position in WELL — Welltower Inc.
CIK 1089707
LONG BEACH, CA
Position in WELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,055,183
+$136,030 QoQ
Shares Held
4,649
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#733
of 1,581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds $1,055,183 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
|
4,649 | $1,055,183 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,183 | 4,649 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $919,153 | 4,649 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $862,900 | 4,649 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $845,986 | 4,749 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $721,916 | 4,696 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||