Salomon & Ludwin, LLC

Position in WELL — Welltower Inc.

CIK 1766156 RICHMOND, VA

Position in WELL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$95,100

+$12,260 QoQ

Shares Held

419

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,355

of 1,580 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Salomon & Ludwin, LLC holds $173,067 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	419	$95,100
2	VTR	Ventas, Inc.	348	$30,902
3	LTC	Ltc Properties Inc	500	$19,225
4	MPT	Medical Properties Trust Inc	3,819	$17,643
5	UHT	Universal Health Realty Income Trust	213	$9,342
6	DHC	Diversified Healthcare Trust	92	$855

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,100	419	0.0%	Shares	Sole	2026-08-07
2026-03-31	$82,840	419	0.0%	Shares	Sole	2026-05-11
2025-12-31	$77,770	419	+24.7%	Shares	Sole	2026-01-28
2025-09-30	$59,855	336	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.