MCDONALD PARTNERS LLC

Position in WELL — Welltower Inc.

CIK 1331074 Cleveland, OH

Position in WELL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,249,696

New position

Shares Held

5,506

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#693

of 1,580 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $2,638,113 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	44,802	$1,360,188
2	WELL	Welltower Inc. This page	5,506	$1,249,696
3	AHR	American Healthcare REIT, Inc.	463	$24,145
4	VTR	Ventas, Inc.	46	$4,084

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,696	5,506	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.