Apollon Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1764387 MOUNT PLEASANT, SC

Position in WELL

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

Position Value

$1,598,549

+$360,292 QoQ

Shares Held

7,043

+12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#143

of 522 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $5,905,196 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	7,043	$1,598,549
2	OHI	Omega Healthcare Investors Inc	23,023	$1,097,736
3	LTC	Ltc Properties Inc	26,779	$1,029,652
4	SILA	Sila Realty Trust, Inc.	28,548	$866,717
5	VTR	Ventas, Inc.	7,221	$641,224
6	AHR	American Healthcare REIT, Inc.	8,789	$458,346
7	DOC	Healthpeak Properties, Inc.	9,952	$212,972

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,598,549	7,043	+12.5%	Shares	Sole	2026-07-23
2026-03-31	$1,238,257	6,263	-7.2%	Shares	Sole	2026-04-22
2025-12-31	$1,252,496	6,748	+21.0%	Shares	Sole	2026-01-22
2025-09-30	$993,486	5,577	-3.4%	Shares	Sole	2025-10-17
2025-06-30	$887,790	5,775	+3.8%	Shares	Sole	2025-07-25
2025-03-31	$852,460	5,564	+14.8%	Shares	Sole	2025-05-02
2024-12-31	$610,867	4,847	+17.6%	Shares	Sole	2025-01-28
2024-09-30	$527,867	4,123	+0.3%	Shares	Sole	2024-11-05
2024-06-30	$428,676	4,112	-2.7%	Shares	Sole	2024-07-19
2024-03-31	$394,690	4,224	-1.5%	Shares	Sole	2024-05-02
2023-12-31	$386,558	4,287	+4.8%	Shares	Sole	2024-02-06
2023-09-30	$335,052	4,090	+3722.4%	Shares	Sole	2023-11-14
2020-06-30	$5,537	107	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.