Keystone Financial Group

Position in WELL — Welltower Inc.

CIK 1729299 LEXINGTON, KY

Position in WELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$268,505

-$380,576 QoQ

Shares Held

1,183

-64.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,145

of 1,581 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Keystone Financial Group holds $268,505 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	1,183	$268,505

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,505	1,183	-64.0%	Shares	Sole	2026-07-29
2026-03-31	$649,081	3,283	+3.7%	Shares	Sole	2026-05-13
2025-12-31	$587,455	3,165	+8.8%	Shares	Sole	2026-02-06
2025-09-30	$518,387	2,910	0.0%	Shares	Sole	2025-11-17
2025-06-30	$447,354	2,910	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$446,453	2,914	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$366,747	2,910	0.0%	Shares	Sole	2025-02-13
2024-09-30	$372,567	2,910	0.0%	Shares	Sole	2025-02-19
2024-06-30	$303,367	2,910	-1.2%	Shares	Sole	2024-07-31
2024-03-31	$275,274	2,946	+9.9%	Shares	Sole	2024-05-08
2023-12-31	$241,745	2,681	0.0%	Shares	Sole	2024-02-14
2023-09-30	$219,627	2,681	0.0%	Shares	Sole	2023-11-06
2023-06-30	$216,866	2,681	-9.6%	Shares	Sole	2023-08-07
2022-06-30	$244,250	2,966	0.0%	Shares	Sole	2022-08-05
2022-03-31	$285,151	2,966	0.0%	Shares	Sole	2022-05-13
2021-12-31	$254,393	2,966	0.0%	Shares	Sole	2022-02-11
2021-09-30	$244,398	2,966	+5.6%	Shares	Sole	2021-11-12
2021-06-30	$233,344	2,808	-7.6%	Shares	Sole	2021-08-13
2021-03-31	$217,611	3,038	-10.7%	Shares	Sole	2021-05-11
2020-12-31	$219,901	3,403	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.