HighPoint Advisor Group LLC

Position in WELL — Welltower Inc.

CIK 1616034 DOWNERS GROVE, IL

Position in WELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$772,605

+$161,088 QoQ

Shares Held

3,404

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#809

of 1,580 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $772,605 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	3,404	$772,605

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,605	3,404	+10.1%	Shares	Sole	2026-08-05
2026-03-31	$611,517	3,093	-3.6%	Shares	Sole	2026-05-14
2025-12-31	$595,808	3,210	-74.1%	Shares	Sole	2026-05-14
2025-09-30	$2,203,948	12,372	+3.9%	Shares	Sole	2025-11-05
2025-06-30	$1,830,001	11,904	+25.6%	Shares	Sole	2025-08-07
2025-03-31	$1,451,817	9,476	-22.5%	Shares	Sole	2025-05-05
2024-12-31	$1,540,464	12,223	+1.9%	Shares	Sole	2025-02-12
2024-09-30	$1,535,719	11,995	-16.1%	Shares	Sole	2024-11-04
2024-06-30	$1,491,296	14,305	+64.1%	Shares	Sole	2024-08-08
2024-03-31	$814,703	8,719	+1.7%	Shares	Sole	2024-05-14
2023-12-31	$772,847	8,571	-29.2%	Shares	Sole	2024-03-26
2022-06-30	$997,176	12,109	+116.9%	Shares	Sole	2022-08-15
2021-09-30	$459,956	5,582	-3.6%	Shares	Sole	2021-11-15
2021-06-30	$480,982	5,788	-20.6%	Shares	Sole	2021-07-29
2021-03-31	$522,039	7,288	+1.5%	Shares	Sole	2021-04-12
2020-12-31	$463,842	7,178	+32.7%	Shares	Sole	2021-02-10
2020-09-30	$298,036	5,410	+0.2%	Shares	Sole	2020-11-06
2020-06-30	$279,501	5,401	-23.8%	Shares	Sole	2020-08-13
2020-03-31	$324,671	7,092	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.