RITHOLTZ WEALTH MANAGEMENT

Position in WELL — Welltower Inc.

CIK 1698218 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,867,568

+$1,760,771 QoQ

Shares Held

17,040

+59.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#493

of 1,580 holders

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $7,288,543 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	17,040	$3,867,568
2	VTR	Ventas, Inc.	32,149	$2,854,831
3	HR	Healthcare Realty Trust Inc	17,528	$353,539
4	OHI	Omega Healthcare Investors Inc	4,459	$212,605

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,867,568	17,040	+59.9%	Shares	Sole	2026-08-11
2026-03-31	$2,106,797	10,656	+15.9%	Shares	Sole	2026-04-20
2025-12-31	$1,707,055	9,197	+9.7%	Shares	Sole	2026-01-23
2025-09-30	$1,493,703	8,385	+20.9%	Shares	Sole	2025-10-28
2025-06-30	$1,065,963	6,934	+26.2%	Shares	Sole	2025-07-28
2025-03-31	$841,735	5,494	+165.2%	Shares	Sole	2025-04-17
2024-12-31	$261,134	2,072	-58.6%	Shares	Sole	2025-01-15
2022-09-30	$322,243	5,010	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.