Crossmark Global Holdings, Inc.

Position in WELL — Welltower Inc.

CIK 1539204 HOUSTON, TX

Position in WELL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$9,044,073

+$1,226,818 QoQ

Shares Held

39,847

+0.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#368

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $11,980,814 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (75.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	39,847	$9,044,073
2	VTR	Ventas, Inc.	21,600	$1,918,080
3	DOC	Healthpeak Properties, Inc.	29,787	$637,441
4	OHI	Omega Healthcare Investors Inc	6,619	$315,593
5	MPT	Medical Properties Trust Inc	14,205	$65,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,044,073	39,847	+0.8%	Shares	Sole	2026-07-16
2026-03-31	$7,817,255	39,539	+6.6%	Shares	Sole	2026-05-11
2025-12-31	$6,884,274	37,090	+53.7%	Shares	Sole	2026-02-03
2025-09-30	$4,299,765	24,137	-13.8%	Shares	Sole	2025-11-12
2025-06-30	$4,303,978	27,997	+4.8%	Shares	Sole	2025-08-08
2025-03-31	$4,091,473	26,705	-3.9%	Shares	Sole	2025-04-30
2024-12-31	$3,501,238	27,781	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$3,564,098	27,838	-1.0%	Shares	Sole	2024-11-04
2024-06-30	$2,931,509	28,120	+5.4%	Shares	Sole	2024-07-29
2024-03-31	$2,493,352	26,684	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$2,433,057	26,983	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$2,179,726	26,608	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$2,166,961	26,789	-1.7%	Shares	Sole	2023-07-31
2023-03-31	$1,953,767	27,253	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$1,769,850	27,000	+4.6%	Shares	Sole	2023-01-19
2022-09-30	$1,660,806	25,821	+1.8%	Shares	Sole	2022-11-01
2022-06-30	$2,088,395	25,360	+3.6%	Shares	Sole	2022-07-29
2022-03-31	$2,352,545	24,470	-0.6%	Shares	Sole	2022-05-11
2021-12-31	$2,112,000	24,624	+17.0%	Shares	Sole	2022-01-10
2021-09-30	$1,734,520	21,050	-0.4%	Shares	Sole	2021-10-21
2021-06-30	$1,756,734	21,140	+1.5%	Shares	Sole	2021-07-21
2021-03-31	$1,492,052	20,830	-3.5%	Shares	Sole	2021-04-15
2020-12-31	$1,395,145	21,590	-2.3%	Shares	Sole	2021-01-14
2020-09-30	$1,217,709	22,104	-6.4%	Shares	Sole	2020-10-08
2020-06-30	$1,221,558	23,605	-9.9%	Shares	Sole	2020-08-14
2020-03-31	$1,199,619	26,204	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.