Harvest Investment Services, LLC

Position in WELL — Welltower Inc.

CIK 1591097 Oakbrook Terrace, IL

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,838,289

+$51,352 QoQ

Shares Held

16,911

-11.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#495

of 1,581 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Harvest Investment Services, LLC holds $4,481,412 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (85.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	16,911	$3,838,289
2	AHR	American Healthcare REIT, Inc.	6,242	$325,520
3	SBRA	Sabra Health Care REIT, Inc.	16,279	$317,603

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,838,289	16,911	-11.7%	Shares	Sole	2026-08-14
2026-03-31	$3,786,937	19,154	+21.3%	Shares	Sole	2026-05-15
2025-12-31	$2,931,153	15,792	+30.8%	Shares	Sole	2026-02-17
2025-09-30	$2,151,396	12,077	+28.2%	Shares	Sole	2025-11-17
2025-06-30	$1,447,675	9,417	+146.7%	Shares	Sole	2025-08-14
2025-03-31	$584,802	3,817	-12.3%	Shares	Sole	2025-05-15
2020-09-30	$239,861	4,354	-1.9%	Shares	Sole	2020-10-29
2020-06-30	$229,718	4,439	-2.0%	Shares	Sole	2020-08-11
2020-03-31	$207,429	4,531	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.