HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in WELL — Welltower Inc.

CIK 1484205 LONG BEACH, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,539

+$1,689 QoQ

Shares Held

+25.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,534

of 1,581 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $121,855 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	5,472	$117,100
2	WELL	Welltower Inc. This page	20	$4,539
3	VTR	Ventas, Inc.	2	$177
4	SBRA	Sabra Health Care REIT, Inc.	2	$39

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,539	20	+25.0%	Shares	Sole	2026-07-21
2025-09-30	$2,850	16	+433.3%	Shares	Sole	2025-10-16
2025-03-31	$459	3	—	Shares	Sole	2025-04-18
No filing history on record for this holder in this stock.