Rosenberg Matthew Hamilton

Position in WELL — Welltower Inc.

CIK 1812103 GRAND JUNCTION, CO

Position in WELL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$192,470

+$24,812 QoQ

Shares Held

848

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,302

of 1,580 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $212,569 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	848	$192,470
2	CTRE	CareTrust REIT, Inc.	257	$10,369
3	DOC	Healthpeak Properties, Inc.	350	$7,490
4	OHI	Omega Healthcare Investors Inc	47	$2,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,470	848	0.0%	Shares	Sole	2026-07-17
2026-03-31	$167,658	848	+72.7%	Shares	Sole	2026-04-07
2025-12-31	$91,134	491	0.0%	Shares	Sole	2026-01-05
2025-09-30	$87,466	491	-22.4%	Shares	Sole	2025-11-10
2025-06-30	$97,311	633	-28.3%	Shares	Sole	2025-07-28
2025-03-31	$135,284	883	0.0%	Shares	Sole	2025-04-28
2024-12-31	$111,284	883	0.0%	Shares	Sole	2025-01-14
2024-09-30	$113,050	883	+9.3%	Shares	Sole	2024-10-28
2024-06-30	$84,234	808	-8.5%	Shares	Sole	2024-07-26
2024-03-31	$82,507	883	0.0%	Shares	Sole	2024-04-22
2023-12-31	$79,620	883	-4.2%	Shares	Sole	2024-01-16
2023-09-30	$75,530	922	+1.4%	Shares	Sole	2023-10-11
2023-06-30	$73,529	909	-9.8%	Shares	Sole	2023-07-26
2023-03-31	$72,263	1,008	0.0%	Shares	Sole	2023-04-17
2022-12-31	$66,074	1,008	0.0%	Shares	Sole	2023-01-19
2022-09-30	$64,834	1,008	0.0%	Shares	Sole	2022-10-21
2022-06-30	$83,008	1,008	+5.9%	Shares	Sole	2022-07-15
2022-03-31	$91,525	952	0.0%	Shares	Sole	2022-04-14
2021-12-31	$81,653	952	+136.8%	Shares	Sole	2022-01-20
2021-09-30	$33,124	402	+55.8%	Shares	Sole	2021-10-12
2021-06-30	$21,439	258	0.0%	Shares	Sole	2021-07-26
2021-03-31	$18,480	258	0.0%	Shares	Sole	2021-04-30
2020-12-31	$16,671	258	-14.3%	Shares	Sole	2021-02-03
2020-09-30	$16,582	301	0.0%	Shares	Sole	2020-10-16
2020-06-30	$15,576	301	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.