EP Wealth Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1540569 TORRANCE, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$62,291,689

+$13,815,768 QoQ

Shares Held

274,449

+11.9% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#161

of 1,580 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (97.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	274,449	$62,291,689
2	OHI	Omega Healthcare Investors Inc	15,951	$760,543
3	CTRE	CareTrust REIT, Inc.	7,398	$298,509
4	LTC	Ltc Properties Inc	5,358	$206,015
5	MPT	Medical Properties Trust Inc	31,561	$145,811

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,291,689	274,449	+11.9%	Shares	Sole	2026-08-12
2026-03-31	$48,475,921	245,187	+14.2%	Shares	Sole	2026-05-14
2025-12-31	$39,834,504	214,614	+11.8%	Shares	Sole	2026-02-18
2025-06-30	$29,517,236	192,007	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$27,752,919	181,143	+4257.5%	Shares	Sole	2025-05-15
2024-12-31	$523,906	4,157	+18.9%	Shares	Sole	2025-02-14
2024-09-30	$447,592	3,496	+2.0%	Shares	Sole	2024-11-15
2024-06-30	$357,369	3,428	+1.2%	Shares	Sole	2024-08-19
2024-03-31	$316,481	3,387	+9.1%	Shares	Sole	2024-05-14
2023-12-31	$279,887	3,104	+10.2%	Shares	Sole	2024-02-28
2023-09-30	$230,686	2,816	-79.4%	Shares	Sole	2023-11-24
2023-06-30	$1,106,008	13,673	+448.2%	Shares	Sole	2023-08-14
2023-03-31	$178,794	2,494	-39.6%	Shares	Sole	2023-06-05
2022-12-31	$270,787	4,131	-36.7%	Shares	Sole	2023-06-12
2022-06-30	$537,498	6,527	+45.0%	Shares	Sole	2022-08-11
2022-03-31	$432,822	4,502	+0.7%	Shares	Sole	2022-05-20
2021-12-31	$383,563	4,472	-30.3%	Shares	Sole	2022-02-17
2021-06-30	$532,837	6,412	-26.1%	Shares	Sole	2021-08-24
2021-03-31	$621,748	8,680	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$557,929	8,634	-11.1%	Shares	Sole	2021-02-18
2020-09-30	$534,923	9,710	+5.5%	Shares	Sole	2020-11-17
2020-06-30	$476,462	9,207	-14.9%	Shares	Sole	2020-08-14
2020-03-31	$495,431	10,822	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.