Advance Capital Management, Inc.

Position in WELL — Welltower Inc.

CIK 1536029 SOUTHFIELD, MI

Position in WELL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,114,482

+$394,981 QoQ

Shares Held

13,722

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#528

of 1,580 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Advance Capital Management, Inc. holds $3,114,482 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	13,722	$3,114,482

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,114,482	13,722	-0.2%	Shares	Sole	2026-08-13
2026-03-31	$2,719,501	13,755	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$2,547,126	13,723	-0.0%	Shares	Sole	2026-01-06
2025-09-30	$2,445,149	13,726	+0.4%	Shares	Sole	2025-10-10
2025-06-30	$2,102,718	13,678	+0.1%	Shares	Sole	2025-07-08
2025-03-31	$2,094,380	13,670	0.0%	Shares	Sole	2025-04-09
2024-12-31	$1,722,830	13,670	-0.0%	Shares	Sole	2025-01-06
2024-09-30	$1,750,554	13,673	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,425,410	13,673	+0.6%	Shares	Sole	2024-07-08
2024-03-31	$1,269,943	13,591	0.0%	Shares	Sole	2024-04-04
2023-12-31	$1,225,500	13,591	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,113,374	13,591	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,099,133	13,588	0.0%	Shares	Sole	2023-07-03
2023-03-31	$974,123	13,588	0.0%	Shares	Sole	2023-04-04
2022-12-31	$890,693	13,588	0.0%	Shares	Sole	2023-02-08
2022-09-30	$873,980	13,588	0.0%	Shares	Sole	2022-10-28
2022-06-30	$1,118,971	13,588	0.0%	Shares	Sole	2022-08-08
2022-03-31	$1,306,350	13,588	0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,165,442	13,588	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.