OXFORD FINANCIAL GROUP, LTD. LLC

Position in WELL — Welltower Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$305,047

+$37,744 QoQ

Shares Held

1,344

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,103

of 1,581 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $305,047 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	1,344	$305,047

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,047	1,344	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$267,303	1,352	-5.6%	Shares	Sole	2026-05-06
2025-12-31	$265,793	1,432	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$248,505	1,395	+4.5%	Shares	Sole	2025-11-13
2025-06-30	$205,229	1,335	-6.1%	Shares	Sole	2025-08-14
2025-03-31	$217,864	1,422	-91.7%	Shares	Sole	2025-05-15
2023-09-30	$1,410,498	17,218	+10.4%	Shares	Sole	2023-11-13
2023-06-30	$1,261,964	15,601	+80.6%	Shares	Sole	2023-08-10
2023-03-31	$619,258	8,638	-16.2%	Shares	Sole	2023-05-12
2022-12-31	$676,017	10,313	+11.7%	Shares	Sole	2023-02-14
2022-09-30	$593,930	9,234	-0.3%	Shares	Sole	2022-11-02
2022-06-30	$762,643	9,261	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$887,756	9,234	-52.8%	Shares	Sole	2022-05-13
2021-12-31	$1,676,288	19,544	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,610,425	19,544	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,624,106	19,544	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,399,936	19,544	-0.4%	Shares	Sole	2021-05-10
2020-12-31	$1,268,167	19,625	0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,081,141	19,625	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,015,593	19,625	+39.7%	Shares	Sole	2020-08-05
2020-03-31	$642,888	14,043	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.