Composition Wealth, LLC

Position in WELL — Welltower Inc.

CIK 1585859 LOS ANGELES, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$768,293

+$151,438 QoQ

Shares Held

3,385

+8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#811

of 1,580 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Composition Wealth, LLC holds $1,341,075 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,385	$768,293
2	OHI	Omega Healthcare Investors Inc	7,159	$341,341
3	AHR	American Healthcare REIT, Inc.	4,438	$231,441

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$768,293	3,385	+8.5%	Shares	Sole	2026-07-22
2026-03-31	$616,855	3,120	+24.3%	Shares	Sole	2026-04-08
2025-12-31	$465,881	2,510	+8.0%	Shares	Sole	2026-02-02
2025-09-30	$413,997	2,324	+24.3%	Shares	Sole	2025-10-20
2025-06-30	$287,475	1,870	-70.1%	Shares	Sole	2025-07-22
2020-06-30	$323,385	6,249	-50.2%	Shares	Sole	2020-08-06
2020-03-31	$574,401	12,547	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.