SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in WELL — Welltower Inc.

CIK 1531593 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$37,223

+$14,487 QoQ

Shares Held

164

+42.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,437

of 1,581 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $994,345 across 8 REIT - Healthcare Facilities names. WELL ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	13,165	$399,689
2	CTRE	CareTrust REIT, Inc.	6,554	$264,453
3	AHR	American Healthcare REIT, Inc.	2,605	$135,850
4	DHC	Diversified Healthcare Trust	8,074	$75,088
5	DOC	Healthpeak Properties, Inc.	3,149	$67,388
6	WELL	Welltower Inc. This page	164	$37,223
7	VTR	Ventas, Inc.	113	$10,034
8	MPT	Medical Properties Trust Inc	1,000	$4,620

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,223	164	+42.6%	Shares	Sole	2026-08-03
2026-03-31	$22,736	115	-88.7%	Shares	Sole	2026-04-30
2025-12-31	$188,950	1,018	-11.9%	Shares	Sole	2026-02-17
2025-09-30	$205,751	1,155	+173.0%	Shares	Sole	2025-11-13
2025-06-30	$65,027	423	+42200.0%	Shares	Sole	2025-08-12
2023-09-30	$81	1	-99.8%	Shares	Sole	2023-11-13
2023-06-30	$52,497	649	-30.1%	Shares	Sole	2023-08-14
2023-03-31	$66,600	929	+61.0%	Shares	Sole	2023-05-12
2022-12-31	$37,822	577	+188.5%	Shares	Sole	2023-02-13
2022-09-30	$12,864	200	-82.6%	Shares	Sole	2022-11-02
2022-06-30	$94,620	1,149	+203.2%	Shares	Sole	2022-08-02
2022-03-31	$36,437	379	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.