Johnson Financial Group, Inc.

Position in WELL — Welltower Inc.

CIK 1477024 RACINE, WI

Position in WELL

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$9,292

+$569 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $24,330 across 2 REIT - Healthcare Facilities names.

#	Ticker	Company	Shares	Value (USD)	Open
1	DOC	Healthpeak Properties, Inc.	1,000	$21,400
2	VTR	Ventas, Inc.	33	$2,930

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,292	47	0.0%	Shares	Defined	2026-05-07
2025-12-31	$8,723	47	-50.5%	Shares	Defined	2026-02-12
2025-09-30	$16,922	95	+1483.3%	Shares	Defined	2025-11-13
2024-03-31	$560	6	0.0%	Shares	Defined	2024-05-14
2023-12-31	$541	6	-77.8%	Shares	Defined	2024-02-09
2022-12-31	$1,769	27	0.0%	Shares	Defined	2023-02-13
2022-09-30	$1,736	27	—	Shares	Defined	2022-11-14
No filing history on record for this holder in this stock.