MISSION WEALTH MANAGEMENT, LP

Position in WELL — Welltower Inc.

CIK 1645382 Santa Barbara, CA

Position in WELL

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

Position Value

$287,570

New position

Shares Held

1,267

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,119

of 1,581 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $1,350,304 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	8,788	$780,374
2	WELL	Welltower Inc. This page	1,267	$287,570
3	OHI	Omega Healthcare Investors Inc	5,922	$282,360

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,570	1,267	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.