BELLEVUE ASSET MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 1801619 BELLEVUE, WA

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$39,492

+$5,289 QoQ

Shares Held

174

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,432

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $73,126 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	174	$39,492
2	VTR	Ventas, Inc.	238	$21,134
3	DOC	Healthpeak Properties, Inc.	500	$10,700
4	XRN	Chiron Real Estate Inc.	48	$1,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,492	174	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$34,203	173	+0.6%	Shares	Sole	2026-04-24
2025-12-31	$31,924	172	0.0%	Shares	Sole	2026-01-23
2025-09-30	$30,640	172	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$26,287	171	+0.6%	Shares	Sole	2025-07-23
2025-03-31	$26,045	170	+0.6%	Shares	Sole	2025-04-28
2024-12-31	$21,299	169	0.0%	Shares	Sole	2025-02-06
2024-09-30	$21,637	169	+0.6%	Shares	Sole	2024-10-25
2024-06-30	$17,514	168	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$15,604	167	+0.6%	Shares	Sole	2024-04-26
2023-12-31	$14,968	166	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$13,434	164	+0.6%	Shares	Sole	2023-10-25
2023-06-30	$13,185	163	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$11,613	162	+0.6%	Shares	Sole	2023-05-09
2022-12-31	$10,553	161	+0.6%	Shares	Sole	2023-01-23
2022-09-30	$10,291	160	+1.3%	Shares	Sole	2022-11-07
2022-06-30	$13,011	158	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$15,093	157	+0.6%	Shares	Sole	2022-05-11
2021-12-31	$13,380	156	+0.6%	Shares	Sole	2022-02-03
2021-09-30	$12,772	155	+0.6%	Shares	Sole	2021-11-05
2021-06-30	$12,797	154	+0.7%	Shares	Sole	2021-08-09
2021-03-31	$10,959	153	+1.3%	Shares	Sole	2021-05-12
2020-12-31	$9,757	151	+0.7%	Shares	Sole	2021-02-11
2020-09-30	$8,263	150	0.0%	Shares	Sole	2020-11-12
2020-06-30	$7,762	150	0.0%	Shares	Sole	2020-07-31
2020-03-31	$6,867	150	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.