Focus Partners Wealth

Position in WELL — Welltower Inc.

CIK 1542153 ST LOUIS, MO

Position in WELL

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

Position Value

$30,204,486

+$2,779,539 QoQ

Shares Held

133,077

-4.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#227

of 1,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. WELL ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	133,077	$30,204,486
2	CHCT	Community Healthcare Trust Inc	513,420	$9,385,317
3	OHI	Omega Healthcare Investors Inc	100,961	$4,813,820
4	DOC	Healthpeak Properties, Inc.	124,703	$2,668,644
5	VTR	Ventas, Inc.	24,898	$2,210,942
6			40,442	$1,227,819
7	HR	Healthcare Realty Trust Inc	57,808	$1,165,987
8	MPT	Medical Properties Trust Inc	141,324	$652,916

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,204,486	133,077	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$27,424,947	138,713	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$25,942,152	139,767	+228.0%	Shares	Sole	2026-02-13
2025-09-30	$7,591,257	42,614	+9.0%	Shares	Sole	2025-11-14
2025-06-30	$6,011,611	39,105	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$5,980,245	39,033	+5.8%	Shares	Sole	2025-05-20
2024-12-31	$4,651,137	36,905	+74.9%	Shares	Sole	2025-05-20
2024-09-30	$2,701,048	21,097	+24.4%	Shares	Sole	2024-11-14
2024-06-30	$1,767,975	16,959	+15.0%	Shares	Sole	2024-08-15
2024-03-31	$1,378,520	14,753	+1.7%	Shares	Sole	2024-05-16
2023-12-31	$1,308,276	14,509	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.