Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in WELL — Welltower Inc.

CIK 1510434 Seattle, WA

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,064,291

+$435,360 QoQ

Shares Held

9,095

+10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#589

of 1,580 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,836,068 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	9,095	$2,064,291
2	OHI	Omega Healthcare Investors Inc	23,438	$1,117,523
3	VTR	Ventas, Inc.	3,318	$294,638
4	DOC	Healthpeak Properties, Inc.	11,424	$244,473
5	DHC	Diversified Healthcare Trust	12,381	$115,143

All Filings in WELL

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,064,291	9,095	+10.4%	Shares	Sole	2026-07-15
2026-03-31	$1,628,931	8,239	+71.8%	Shares	Sole	2026-05-04
2025-12-31	$889,999	4,795	-0.6%	Shares	Sole	2026-01-16
2025-09-30	$859,525	4,825	+75.3%	Shares	Sole	2025-11-10
2025-06-30	$423,218	2,753	-29.3%	Shares	Sole	2025-07-21
2025-03-31	$596,446	3,893	+67.2%	Shares	Sole	2025-05-08
2024-12-31	$293,523	2,329	-16.0%	Shares	Sole	2025-01-22
2024-09-30	$355,155	2,774	+10.3%	Shares	Sole	2024-11-01
2024-06-30	$262,293	2,516	+15.7%	Shares	Sole	2024-08-09
2024-03-31	$203,232	2,175	-2.7%	Shares	Sole	2024-05-07
2023-12-31	$201,620	2,236	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.