Obermeyer Wealth Partners

Position in WELL — Welltower Inc.

CIK 1349654 ASPEN, CO

Position in WELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$725,623

+$92,951 QoQ

Shares Held

3,197

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#823

of 1,580 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Obermeyer Wealth Partners holds $725,623 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	3,197	$725,623

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,623	3,197	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$632,672	3,200	-0.1%	Shares	Sole	2026-04-21
2025-12-31	$594,694	3,204	-1.9%	Shares	Sole	2026-01-29
2025-09-30	$581,627	3,265	-1.8%	Shares	Sole	2025-10-27
2025-06-30	$511,152	3,325	+6.3%	Shares	Sole	2025-08-05
2025-03-31	$479,087	3,127	-29.8%	Shares	Sole	2025-05-06
2024-12-31	$561,715	4,457	0.0%	Shares	Sole	2025-02-14
2024-09-30	$570,629	4,457	0.0%	Shares	Sole	2024-11-05
2024-06-30	$464,642	4,457	0.0%	Shares	Sole	2024-08-01
2024-03-31	$416,462	4,457	0.0%	Shares	Sole	2024-05-07
2023-12-31	$401,887	4,457	0.0%	Shares	Sole	2024-01-31
2023-09-30	$365,117	4,457	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$360,284	4,454	0.0%	Shares	Sole	2023-08-07
2023-03-31	$319,307	4,454	-0.7%	Shares	Sole	2023-05-09
2022-12-31	$294,057	4,486	0.0%	Shares	Sole	2023-02-08
2022-09-30	$288,539	4,486	0.0%	Shares	Sole	2022-12-09
2022-06-30	$369,422	4,486	0.0%	Shares	Sole	2022-08-15
2022-03-31	$431,284	4,486	0.0%	Shares	Sole	2022-05-16
2021-12-31	$384,764	4,486	0.0%	Shares	Sole	2022-01-31
2021-09-30	$369,646	4,486	0.0%	Shares	Sole	2021-10-19
2021-06-30	$372,786	4,486	-28.8%	Shares	Sole	2021-07-29
2021-03-31	$451,412	6,302	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.