Robertson Stephens Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1767307 San Francisco, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$394,927

+$42,806 QoQ

Shares Held

1,740

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,010

of 1,581 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,571,043 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	8,150	$723,720
2	DOC	Healthpeak Properties, Inc.	21,140	$452,396
3	WELL	Welltower Inc. This page	1,740	$394,927

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,927	1,740	-2.3%	Shares	Sole	2026-07-29
2026-03-31	$352,121	1,781	-4.2%	Shares	Sole	2026-04-28
2025-12-31	$345,048	1,859	+34.5%	Shares	Sole	2026-02-02
2025-06-30	$212,454	1,382	-3.2%	Shares	Sole	2025-07-24
2025-03-31	$218,630	1,427	-58.2%	Shares	Sole	2025-04-17
2021-09-30	$281,231	3,413	-15.7%	Shares	Sole	2021-11-10
2021-06-30	$336,305	4,047	+9.3%	Shares	Sole	2021-08-17
2021-03-31	$265,245	3,703	+2.0%	Shares	Sole	2021-05-07
2020-12-31	$234,570	3,630	-5.2%	Shares	Sole	2021-02-10
2020-09-30	$210,884	3,828	-15.8%	Shares	Sole	2020-11-10
2020-06-30	$235,203	4,545	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.