Rehmann Capital Advisory Group

Position in WELL — Welltower Inc.

CIK 1633037 LANSING, MI

Position in WELL

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$835,476

+$115,417 QoQ

Shares Held

3,681

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#795

of 1,586 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Rehmann Capital Advisory Group holds $2,320,493 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,681	$835,476
2			18,066	$548,483
3	DOC	Healthpeak Properties, Inc.	23,936	$512,230
4	OHI	Omega Healthcare Investors Inc	8,899	$424,304

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,476	3,681	+1.1%	Shares	Sole	2026-08-20
2026-03-31	$720,059	3,642	-11.4%	Shares	Sole	2026-05-15
2025-12-31	$763,228	4,112	+18.4%	Shares	Sole	2026-03-04
2025-09-30	$618,502	3,472	+31.4%	Shares	Sole	2025-11-13
2025-06-30	$406,308	2,643	+5.8%	Shares	Sole	2025-07-30
2025-03-31	$382,565	2,497	+4.7%	Shares	Sole	2025-04-30
2024-12-31	$300,707	2,386	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$309,320	2,416	+5.7%	Shares	Sole	2024-11-18
2024-06-30	$238,211	2,285	-1.2%	Shares	Sole	2024-08-12
2024-03-31	$216,126	2,313	-5.5%	Shares	Sole	2024-05-03
2023-12-31	$220,645	2,447	-4.2%	Shares	Sole	2024-02-13
2023-09-30	$209,223	2,554	-13.7%	Shares	Sole	2023-11-14
2023-06-30	$239,353	2,959	-11.1%	Shares	Sole	2023-08-23
2023-03-31	$238,727	3,330	+7.9%	Shares	Sole	2023-05-12
2022-12-31	$202,221	3,085	-55.3%	Shares	Sole	2023-02-10
2022-09-30	$443,486	6,895	+117.8%	Shares	Sole	2022-11-14
2022-06-30	$260,720	3,166	+20.4%	Shares	Sole	2022-08-12
2022-03-31	$252,752	2,629	+0.7%	Shares	Sole	2022-06-03
2021-12-31	$223,945	2,611	+0.7%	Shares	Sole	2022-03-02
2021-09-30	$213,580	2,592	+1.6%	Shares	Sole	2021-11-16
2021-06-30	$211,988	2,551	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.