Brookstone Capital Management

Position in WELL — Welltower Inc.

CIK 1599584 WHEATON, IL

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$13,430,041

+$34,794 QoQ

Shares Held

59,171

-12.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#313

of 1,580 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Brookstone Capital Management holds $14,486,354 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	59,171	$13,430,041
2	DOC	Healthpeak Properties, Inc.	30,255	$647,457
3	AHR	American Healthcare REIT, Inc.	7,840	$408,856

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,430,041	59,171	-12.7%	Shares	Sole	2026-07-15
2026-03-31	$13,395,247	67,752	+29.9%	Shares	Sole	2026-04-16
2025-12-31	$9,684,572	52,177	+15.0%	Shares	Sole	2026-01-15
2025-09-30	$8,080,252	45,359	+487.2%	Shares	Sole	2025-10-15
2025-06-30	$1,187,410	7,724	+7.6%	Shares	Sole	2025-07-30
2025-03-31	$1,099,894	7,179	+43.4%	Shares	Sole	2025-04-29
2024-12-31	$631,032	5,007	-41.1%	Shares	Sole	2025-01-13
2024-09-30	$1,088,511	8,502	-1.0%	Shares	Sole	2024-10-08
2024-06-30	$895,403	8,589	-44.2%	Shares	Sole	2024-07-18
2024-03-31	$1,439,162	15,402	+0.1%	Shares	Sole	2024-04-15
2023-12-31	$1,387,445	15,387	+2.5%	Shares	Sole	2024-01-11
2023-09-30	$1,230,110	15,016	-13.3%	Shares	Sole	2023-10-20
2023-06-30	$1,400,367	17,312	+1.8%	Shares	Sole	2023-07-11
2023-03-31	$1,218,873	17,002	+27.4%	Shares	Sole	2023-04-19
2022-12-31	$874,895	13,347	+8.9%	Shares	Sole	2023-01-09
2022-09-30	$788,305	12,256	-8.2%	Shares	Sole	2022-10-14
2022-06-30	$1,100,031	13,358	+1.4%	Shares	Sole	2022-07-11
2022-03-31	$1,266,067	13,169	+7.9%	Shares	Sole	2022-04-12
2021-12-31	$1,046,737	12,204	-1.4%	Shares	Sole	2022-01-11
2021-09-30	$1,019,700	12,375	+14.0%	Shares	Sole	2021-11-03
2021-06-30	$902,050	10,855	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.