Van Hulzen Asset Management, LLC

Position in WELL — Welltower Inc.

CIK 1600145 EL DORADO HILLS, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$816,184

+$110,953 QoQ

Shares Held

3,596

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#797

of 1,581 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $1,076,377 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	3,596	$816,184
2	HR	Healthcare Realty Trust Inc	12,900	$260,193

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$816,184	3,596	+0.8%	Shares	Sole	2026-08-13
2026-03-31	$705,231	3,567	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$660,957	3,561	-7.8%	Shares	Sole	2026-02-06
2025-09-30	$687,798	3,861	0.0%	Shares	Sole	2025-11-13
2025-06-30	$593,551	3,861	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$590,164	3,852	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$484,459	3,844	0.0%	Shares	Sole	2025-02-10
2024-09-30	$492,147	3,844	-2.4%	Shares	Sole	2024-11-12
2024-06-30	$410,745	3,940	+35.9%	Shares	Sole	2024-08-07
2023-06-30	$234,581	2,900	0.0%	Shares	Sole	2023-08-03
2023-03-31	$207,901	2,900	-6.5%	Shares	Sole	2023-04-28
2022-06-30	$255,285	3,100	0.0%	Shares	Sole	2022-08-04
2022-03-31	$298,034	3,100	0.0%	Shares	Sole	2022-05-20
2021-12-31	$265,887	3,100	+6.9%	Shares	Sole	2022-02-04
2021-09-30	$238,960	2,900	0.0%	Shares	Sole	2021-11-12
2021-06-30	$240,990	2,900	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.