Cresset Asset Management, LLC

Position in WELL — Welltower Inc.

CIK 1761013 Chicago, IL

Position in WELL

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

Position Value

$1,154,596

+$824,619 QoQ

Shares Held

5,087

+204.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#711

of 1,580 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Real Estate · as of Jun 30, 2026

Cresset Asset Management, LLC holds $5,722,547 across 8 REIT - Healthcare Facilities names. WELL ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	16,099	$1,429,591
2	WELL	Welltower Inc. This page	5,087	$1,154,596
3	HR	Healthcare Realty Trust Inc	42,586	$858,959
4	AHR	American Healthcare REIT, Inc.	12,672	$660,844
5	OHI	Omega Healthcare Investors Inc	12,546	$598,193
6	DOC	Healthpeak Properties, Inc.	20,603	$440,904
7	SBRA	Sabra Health Care REIT, Inc.	15,319	$298,873
8	SILA	Sila Realty Trust, Inc.	9,242	$280,587

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,154,596	5,087	+204.8%	Shares	Sole	2026-08-14
2026-03-31	$329,977	1,669	-65.7%	Shares	Sole	2026-05-15
2025-12-31	$902,807	4,864	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$868,432	4,875	+1.1%	Shares	Sole	2026-01-22
2025-06-30	$741,286	4,822	+13.3%	Shares	Sole	2026-01-22
2025-03-31	$652,214	4,257	-24.7%	Shares	Sole	2025-05-13
2024-12-31	$712,573	5,654	+12.1%	Shares	Sole	2025-02-14
2022-03-31	$484,930	5,044	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$421,902	4,919	+14.4%	Shares	Sole	2022-02-10
2021-09-30	$354,237	4,299	+17.2%	Shares	Sole	2021-11-15
2021-06-30	$304,893	3,669	-25.0%	Shares	Sole	2021-08-10
2021-03-31	$350,628	4,895	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.