Blue Fin Capital, Inc.

Position in WELL — Welltower Inc.

CIK 1576102 Warren, RI

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$455,982

+$21,811 QoQ

Shares Held

2,009

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#970

of 1,580 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Blue Fin Capital, Inc. holds $455,982 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	2,009	$455,982

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,982	2,009	-8.5%	Shares	Sole	2026-08-04
2026-03-31	$434,171	2,196	0.0%	Shares	Sole	2026-05-28
2025-12-31	$407,599	2,196	0.0%	Shares	Sole	2026-01-23
2025-09-30	$391,195	2,196	-0.6%	Shares	Sole	2025-11-21
2025-06-30	$339,743	2,210	0.0%	Shares	Sole	2025-08-13
2025-03-31	$338,594	2,210	0.0%	Shares	Sole	2025-11-21
2024-12-31	$278,526	2,210	0.0%	Shares	Sole	2025-02-18
2024-09-30	$282,946	2,210	0.0%	Shares	Sole	2024-11-05
2024-06-30	$230,392	2,210	0.0%	Shares	Sole	2024-07-31
2024-03-31	$206,502	2,210	-6.9%	Shares	Sole	2024-05-14
2022-03-31	$228,332	2,375	0.0%	Shares	Sole	2022-04-12
2021-12-31	$203,703	2,375	-2.9%	Shares	Sole	2022-01-19
2021-09-30	$201,468	2,445	0.0%	Shares	Sole	2021-10-25
2021-06-30	$203,179	2,445	-36.2%	Shares	Sole	2021-07-19
2020-12-31	$247,817	3,835	-3.1%	Shares	Sole	2021-01-28
2020-09-30	$218,046	3,958	-2.8%	Shares	Sole	2020-10-28
2020-06-30	$210,674	4,071	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.