MV CAPITAL MANAGEMENT, INC.

Position in WELL — Welltower Inc.

CIK 1633366 BETHESDA, MD

Position in WELL

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

Position Value

$317,758

+$41,162 QoQ

Shares Held

1,400

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,085

of 1,575 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $390,732 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,400	$317,758
2	VTR	Ventas, Inc.	587	$52,125
3	DOC	Healthpeak Properties, Inc.	929	$19,880
4	MPT	Medical Properties Trust Inc	113	$522
5	OHI	Omega Healthcare Investors Inc	6	$286
6	HR	Healthcare Realty Trust Inc	8	$161

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,758	1,400	+0.1%	Shares	Sole	2026-07-30
2026-03-31	$276,596	1,399	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$256,884	1,384	0.0%	Shares	Sole	2026-02-23
2025-09-30	$246,545	1,384	0.0%	Shares	Sole	2026-02-23
2025-06-30	$212,762	1,384	-0.3%	Shares	Sole	2025-08-08
2025-03-31	$212,655	1,388	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$173,795	1,379	-0.4%	Shares	Sole	2025-02-12
2024-09-30	$177,321	1,385	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$143,760	1,379	+0.8%	Shares	Sole	2024-08-01
2024-03-31	$127,825	1,368	-0.1%	Shares	Sole	2024-04-18
2023-12-31	$123,532	1,370	+2.3%	Shares	Sole	2024-01-29
2023-09-30	$109,690	1,339	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$107,341	1,327	+5.7%	Shares	Sole	2023-08-03
2023-03-31	$89,970	1,255	+2.6%	Shares	Sole	2023-04-26
2022-12-31	$80,167	1,223	-13.0%	Shares	Sole	2023-01-27
2022-09-30	$90,433	1,406	-0.4%	Shares	Sole	2022-10-24
2022-06-30	$116,278	1,412	-1.9%	Shares	Sole	2022-07-19
2022-03-31	$138,441	1,440	+1.7%	Shares	Sole	2022-05-09
2021-12-31	$121,450	1,416	+20.4%	Shares	Sole	2022-02-02
2021-09-30	$96,902	1,176	+3.8%	Shares	Sole	2021-11-12
2021-06-30	$94,152	1,133	+260.8%	Shares	Sole	2021-08-03
2021-03-31	$22,491	314	+4.7%	Shares	Sole	2021-05-12
2020-12-31	$19,386	300	0.0%	Shares	Sole	2021-02-08
2020-09-30	$16,527	300	-25.0%	Shares	Sole	2020-11-12
2020-06-30	$20,700	400	0.0%	Shares	Sole	2020-08-04
2020-03-31	$18,312	400	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.