Venture Visionary Partners LLC

Position in WELL — Welltower Inc.

CIK 1792283 Sylvania, OH

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$17,344,139

+$2,217,743 QoQ

Shares Held

76,416

-0.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#289

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Real Estate · as of Jun 30, 2026

Venture Visionary Partners LLC holds $19,662,302 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (88.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	76,416	$17,344,139
2	LTC	Ltc Properties Inc	43,512	$1,673,036
3	SBRA	Sabra Health Care REIT, Inc.	20,450	$398,979
4	AHR	American Healthcare REIT, Inc.	4,720	$246,148

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,344,139	76,416	-0.1%	Shares	Sole	2026-07-27
2026-03-31	$15,126,396	76,508	+3.2%	Shares	Sole	2026-05-14
2025-12-31	$13,761,867	74,144	-4.5%	Shares	Sole	2026-02-13
2025-09-30	$13,824,554	77,605	-3.7%	Shares	Sole	2025-10-06
2025-06-30	$12,386,333	80,572	-5.9%	Shares	Sole	2025-07-17
2025-03-31	$13,116,767	85,613	+3.9%	Shares	Sole	2025-05-14
2024-12-31	$10,381,217	82,371	-0.8%	Shares	Sole	2025-07-14
2024-09-30	$10,635,068	83,067	-5.4%	Shares	Sole	2024-10-21
2024-06-30	$9,149,814	87,768	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$8,245,425	88,243	-1.8%	Shares	Sole	2024-05-13
2023-12-31	$8,101,774	89,850	-1.8%	Shares	Sole	2024-02-15
2023-09-30	$7,495,680	91,500	+0.1%	Shares	Sole	2023-10-13
2023-06-30	$7,395,206	91,423	-0.6%	Shares	Sole	2023-07-14
2023-03-31	$6,591,680	91,947	-0.2%	Shares	Sole	2023-04-13
2022-12-31	$6,039,121	92,130	-4.3%	Shares	Sole	2023-02-09
2022-09-30	$6,189,127	96,224	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$7,912,599	96,085	-0.9%	Shares	Sole	2022-07-26
2022-03-31	$9,318,561	96,927	+1.1%	Shares	Sole	2022-05-03
2021-12-31	$8,225,686	95,904	+4.0%	Shares	Sole	2022-02-08
2021-09-30	$7,600,658	92,241	+0.9%	Shares	Sole	2021-10-20
2021-06-30	$7,597,583	91,427	+1.9%	Shares	Sole	2021-08-05
2021-03-31	$6,424,566	89,691	+10.0%	Shares	Sole	2021-04-27
2020-12-31	$5,270,665	81,564	+1253.5%	Shares	Sole	2021-01-27
2020-09-30	$331,972	6,026	+0.5%	Shares	Sole	2020-10-22
2020-06-30	$310,241	5,995	-8.8%	Shares	Sole	2020-08-11
2020-03-31	$300,911	6,573	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.