Prudent Man Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1817174 NAPERVILLE, IL

Position in WELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$460,749

+$75,610 QoQ

Shares Held

2,030

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#963

of 1,577 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Prudent Man Advisors, LLC holds $1,352,478 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc.	10,042	$891,729
2	WELL	Welltower Inc. This page	2,030	$460,749

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,749	2,030	+4.2%	Shares	Sole	2026-08-05
2026-03-31	$385,139	1,948	+3.8%	Shares	Sole	2026-05-08
2025-12-31	$348,389	1,877	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$333,121	1,870	-61.3%	Shares	Sole	2025-11-13
2025-06-30	$742,515	4,830	+1.2%	Shares	Sole	2025-07-31
2025-03-31	$731,424	4,774	0.0%	Shares	Sole	2025-05-01
2024-12-31	$601,667	4,774	+6.0%	Shares	Sole	2025-02-05
2024-09-30	$576,519	4,503	0.0%	Shares	Sole	2024-11-07
2024-06-30	$469,437	4,503	+5.6%	Shares	Sole	2024-08-13
2024-03-31	$398,334	4,263	-7.3%	Shares	Sole	2024-05-14
2023-12-31	$414,601	4,598	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$380,600	4,646	0.0%	Shares	Sole	2023-11-09
2023-06-30	$375,814	4,646	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$330,992	4,617	0.0%	Shares	Sole	2023-05-05
2022-12-31	$302,644	4,617	+13.4%	Shares	Sole	2023-02-13
2022-09-30	$261,846	4,071	+67.3%	Shares	Sole	2022-11-09
2022-06-30	$200,439	2,434	0.0%	Shares	Sole	2022-08-05
2022-03-31	$234,004	2,434	-0.9%	Shares	Sole	2022-05-09
2021-12-31	$210,736	2,457	-19.2%	Shares	Sole	2022-02-10
2021-09-30	$250,496	3,040	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.