USA FINANCIAL FORMULAS

Position in WELL — Welltower Inc.

CIK 1633716 ADA, MI

Position in WELL

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$790

-$623,973 QoQ

Shares Held

-99.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $497,236 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	5,846	$478,085
2	CTRE	CareTrust REIT, Inc.	501	$18,361
3	WELL	Welltower Inc. This page	4	$790

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$790	4	-99.9%	Shares	Sole	2026-04-14
2025-12-31	$624,763	3,366	-42.6%	Shares	Sole	2026-01-14
2025-06-30	$901,318	5,863	-14.4%	Shares	Sole	2025-07-18
2025-03-31	$1,049,488	6,850	-24.1%	Shares	Sole	2025-04-15
2024-12-31	$1,137,924	9,029	+1.1%	Shares	Sole	2025-01-14
2024-09-30	$1,142,923	8,927	-18.4%	Shares	Sole	2024-10-08
2024-06-30	$1,140,495	10,940	+7.8%	Shares	Sole	2024-07-12
2023-12-31	$914,954	10,147	+202840.0%	Shares	Sole	2024-02-07
2023-06-30	$404	5	0.0%	Shares	Sole	2023-11-27
2023-03-31	$358	5	0.0%	Shares	Sole	2023-11-27
2022-09-30	$321	5	0.0%	Shares	Sole	2022-10-24
2022-06-30	$411	5	0.0%	Shares	Sole	2022-08-15
2022-03-31	$480	5	0.0%	Shares	Sole	2022-08-16
2021-12-31	$428	5	0.0%	Shares	Sole	2022-02-10
2021-09-30	$412	5	0.0%	Shares	Sole	2021-11-08
2021-06-30	$415	5	0.0%	Shares	Sole	2021-07-29
2021-03-31	$358	5	0.0%	Shares	Sole	2021-05-06
2020-12-31	$323	5	0.0%	Shares	Sole	2021-01-29
2020-09-30	$275	5	0.0%	Shares	Sole	2020-10-09
2020-06-30	$258	5	0.0%	Shares	Sole	2020-08-11
2020-03-31	$228	5	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.