Wharton Business Group, LLC

Position in WELL — Welltower Inc.

CIK 1513126 MALVERN, PA

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$295,061

+$38,038 QoQ

Shares Held

1,300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,114

of 1,580 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wharton Business Group, LLC holds $295,061 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	1,300	$295,061

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,061	1,300	0.0%	Shares	Sole	2026-08-10
2026-03-31	$257,023	1,300	0.0%	Shares	Sole	2026-05-07
2025-12-31	$241,293	1,300	0.0%	Shares	Sole	2026-02-11
2025-09-30	$231,582	1,300	0.0%	Shares	Sole	2025-11-10
2025-06-30	$199,849	1,300	-49.1%	Shares	Sole	2025-08-14
2025-03-31	$391,451	2,555	0.0%	Shares	Sole	2025-05-09
2024-12-31	$322,006	2,555	0.0%	Shares	Sole	2025-02-04
2024-09-30	$327,116	2,555	0.0%	Shares	Sole	2024-11-07
2024-06-30	$266,358	2,555	0.0%	Shares	Sole	2024-08-12
2024-03-31	$238,739	2,555	0.0%	Shares	Sole	2024-05-13
2023-12-31	$230,384	2,555	0.0%	Shares	Sole	2024-02-07
2023-09-30	$209,305	2,555	0.0%	Shares	Sole	2023-11-06
2023-06-30	$206,673	2,555	0.0%	Shares	Sole	2023-08-07
2022-06-30	$210,404	2,555	0.0%	Shares	Sole	2022-08-09
2022-03-31	$245,637	2,555	0.0%	Shares	Sole	2022-05-18
2021-12-31	$219,142	2,555	0.0%	Shares	Sole	2022-02-10
2021-09-30	$210,532	2,555	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.