Steigerwald, Gordon & Koch Inc.

Position in WELL — Welltower Inc.

CIK 1731876 LEESBURG, VA

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$277,584

+$35,785 QoQ

Shares Held

1,223

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,131

of 1,581 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Steigerwald, Gordon & Koch Inc. holds $24,731,436 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	275,078	$24,426,926
2	WELL	Welltower Inc. This page	1,223	$277,584
3	HR	Healthcare Realty Trust Inc	900	$18,153
4	OHI	Omega Healthcare Investors Inc	184	$8,773

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,584	1,223	0.0%	Shares	Sole	2026-07-23
2026-03-31	$241,799	1,223	+16.9%	Shares	Sole	2026-04-28
2025-12-31	$194,148	1,046	0.0%	Shares	Sole	2026-01-23
2025-09-30	$186,334	1,046	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.