Summit Financial, LLC

Position in WELL — Welltower Inc.

CIK 1765536 PARSIPPANY, NJ

Position in WELL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,254,272

+$125,392 QoQ

Shares Held

6,344

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Summit Financial, LLC holds $4,472,769 across 5 REIT - Healthcare Facilities names. WELL ranks #3 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHC	Diversified Healthcare Trust	225,883	$1,499,863
2	OHI	Omega Healthcare Investors Inc	33,835	$1,482,649
3	WELL	Welltower Inc. This page	6,344	$1,254,272
4	HR	Healthcare Realty Trust Inc	10,637	$180,722
5	MPT	Medical Properties Trust Inc	11,936	$55,263

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,254,272	6,344	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$1,128,880	6,082	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$1,053,519	5,914	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$893,325	5,811	+23.0%	Shares	Sole	2025-08-13
2025-03-31	$723,917	4,725	+9.5%	Shares	Sole	2025-05-14
2024-12-31	$543,819	4,315	+74.3%	Shares	Sole	2025-02-12
2024-09-30	$317,002	2,476	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.