Plante Moran Financial Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1424717 SOUTHFIELD, MI

Position in WELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,361

-$26,464 QoQ

Shares Held

-96.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,562

of 1,581 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $54,296 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	1,610	$34,454
2	OHI	Omega Healthcare Investors Inc	366	$17,450
3	WELL	Welltower Inc. This page	6	$1,361
4	MPT	Medical Properties Trust Inc	110	$508
5	LTC	Ltc Properties Inc	9	$346
6	VTR	Ventas, Inc.	2	$177

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,361	6	-96.7%	Shares	Sole	2026-08-06
2025-06-30	$27,825	181	+1545.5%	Shares	Sole	2025-08-05
2025-03-31	$1,685	11	-76.1%	Shares	Sole	2025-05-08
2024-12-31	$5,797	46	0.0%	Shares	Sole	2025-02-05
2024-09-30	$5,889	46	—	Shares	Sole	2024-10-30
2021-12-31	$0	0	-100.0%	Shares	Sole	2022-02-09
2021-09-30	$19,446	236	0.0%	Shares	Sole	2021-11-08
2021-06-30	$19,611	236	0.0%	Shares	Sole	2021-08-10
2021-03-31	$16,904	236	+5.8%	Shares	Sole	2021-05-13
2020-12-31	$14,410	223	0.0%	Shares	Sole	2021-02-09
2020-09-30	$12,285	223	0.0%	Shares	Sole	2020-11-12
2020-06-30	$11,540	223	0.0%	Shares	Sole	2020-08-10
2020-03-31	$10,208	223	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.