Curi Capital, LLC

Position in WELL — Welltower Inc.

CIK 1332905 CHICAGO, IL

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$243,310

+$28,796 QoQ

Shares Held

1,072

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,186

of 1,580 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Real Estate · as of Jun 30, 2026

Curi Capital, LLC holds $1,495,984 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	10,048	$892,262
2	OHI	Omega Healthcare Investors Inc	7,559	$360,412
3	WELL	Welltower Inc. This page	1,072	$243,310

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,310	1,072	-1.2%	Shares	Other	2026-08-14
2026-03-31	$214,514	1,085	—	Shares	Other	2026-05-15
No filing history on record for this holder in this stock.