Krilogy Financial LLC

Position in WELL — Welltower Inc.

CIK 1659047 ST. LOUIS, MO

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$415,582

+$45,074 QoQ

Shares Held

1,831

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#996

of 1,580 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Krilogy Financial LLC holds $2,713,193 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	10,903	$968,186
2			17,808	$540,650
3	OHI	Omega Healthcare Investors Inc	10,203	$486,479
4	WELL	Welltower Inc. This page	1,831	$415,582
5	HR	Healthcare Realty Trust Inc	10,971	$221,285
6	MPT	Medical Properties Trust Inc	17,535	$81,011

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,582	1,831	-2.3%	Shares	Sole	2026-07-27
2026-03-31	$370,508	1,874	-7.9%	Shares	Sole	2026-04-17
2025-12-31	$377,716	2,035	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$361,624	2,030	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.