Vestmark Advisory Solutions, Inc.

Position in WELL — Welltower Inc.

CIK 1736982 Wakefield, MA

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,862,645

+$1,621,828 QoQ

Shares Held

61,077

-1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#309

of 1,577 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Real Estate · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $17,118,276 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	61,077	$13,862,645
2	AHR	American Healthcare REIT, Inc.	38,297	$1,997,188
3	VTR	Ventas, Inc.	11,240	$998,112
4	DOC	Healthpeak Properties, Inc.	12,165	$260,331

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,862,645	61,077	-1.4%	Shares	Other	2026-08-14
2026-03-31	$12,240,817	61,913	+69.1%	Shares	Other	2026-05-15
2025-12-31	$6,794,624	36,607	+10.3%	Shares	Sole	2026-02-06
2025-09-30	$5,914,425	33,201	-24.1%	Shares	Other	2025-11-10
2025-06-30	$6,724,149	43,740	+134.9%	Shares	Sole	2025-08-06
2025-03-31	$2,853,076	18,622	+29.2%	Shares	Other	2025-05-13
2024-12-31	$1,816,973	14,417	+120.3%	Shares	Sole	2025-02-06
2024-09-30	$837,956	6,545	-0.1%	Shares	Other	2024-11-14
2024-06-30	$682,941	6,551	-3.0%	Shares	Sole	2024-08-12
2024-03-31	$631,000	6,753	-4.3%	Shares	Sole	2024-05-15
2023-12-31	$636,239	7,056	+16.6%	Shares	Sole	2024-02-06
2023-09-30	$495,779	6,052	-1.6%	Shares	Sole	2023-11-06
2023-06-30	$497,554	6,151	-38.0%	Shares	Sole	2023-08-07
2023-03-31	$711,093	9,919	+2.9%	Shares	Sole	2023-05-09
2022-12-31	$631,901	9,640	+4.0%	Shares	Sole	2023-01-20
2022-09-30	$596,310	9,271	+163.0%	Shares	Sole	2022-11-03
2022-06-30	$290,283	3,525	+47.0%	Shares	Sole	2022-08-04
2022-03-31	$230,543	2,398	-89.2%	Shares	Sole	2022-04-27
2021-12-31	$1,909,325	22,261	+4.4%	Shares	Sole	2022-01-31
2021-09-30	$1,757,015	21,323	-8.3%	Shares	Sole	2021-11-15
2021-06-30	$1,931,410	23,242	+3.6%	Shares	Sole	2021-08-09
2021-03-31	$1,607,448	22,441	+4.9%	Shares	Sole	2021-05-10
2020-12-31	$1,382,415	21,393	-19.4%	Shares	Sole	2021-02-04
2020-09-30	$1,462,694	26,551	-5.7%	Shares	Sole	2020-10-19
2020-06-30	$1,457,383	28,162	-0.2%	Shares	Sole	2020-08-13
2020-03-31	$1,292,369	28,230	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.