FINANCIAL CONSULATE, INC

Position in WELL — Welltower Inc.

CIK 1624510 HUNT VALLEY, MD

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$42,670

+$5,896 QoQ

Shares Held

188

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,422

of 1,580 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $245,469 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	3,847	$183,424
2	WELL	Welltower Inc. This page	188	$42,670
3	CTRE	CareTrust REIT, Inc.	400	$16,140
4	VTR	Ventas, Inc.	16	$1,420
5	AHR	American Healthcare REIT, Inc.	24	$1,251
6	HR	Healthcare Realty Trust Inc	28	$564

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,670	188	+1.1%	Shares	Sole	2026-07-23
2026-03-31	$36,774	186	+2.8%	Shares	Sole	2026-04-21
2025-12-31	$33,595	181	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.