JEPPSON WEALTH MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 1831263 MANHATTAN BEACH, CA

Position in WELL

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

Position Value

$1,997,109

+$237,688 QoQ

Shares Held

8,799

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#597

of 1,581 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $4,943,009 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	51,155	$2,439,070
2	WELL	Welltower Inc. This page	8,799	$1,997,109
3	SBRA	Sabra Health Care REIT, Inc.	25,978	$506,830

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,997,109	8,799	-1.1%	Shares	Sole	2026-08-04
2026-03-31	$1,759,421	8,899	-0.4%	Shares	Sole	2026-04-14
2025-12-31	$1,658,982	8,938	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$1,596,668	8,963	-4.3%	Shares	Sole	2025-10-15
2025-06-30	$1,439,373	9,363	-1.7%	Shares	Sole	2025-07-15
2025-03-31	$1,459,018	9,523	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,200,183	9,523	-0.5%	Shares	Sole	2025-01-22
2024-09-30	$1,225,631	9,573	-0.5%	Shares	Sole	2024-11-05
2024-06-30	$1,002,676	9,618	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$899,640	9,628	-0.3%	Shares	Sole	2024-04-17
2023-12-31	$870,411	9,653	-0.2%	Shares	Sole	2024-01-11
2023-09-30	$792,494	9,674	-0.4%	Shares	Sole	2023-10-25
2023-06-30	$785,361	9,709	-1.0%	Shares	Sole	2023-07-31
2023-03-31	$703,207	9,809	0.0%	Shares	Sole	2023-04-28
2022-12-31	$642,979	9,809	-3.3%	Shares	Sole	2023-01-27
2022-09-30	$652,140	10,139	+2.0%	Shares	Sole	2022-10-20
2022-06-30	$818,476	9,939	-0.2%	Shares	Sole	2022-08-03
2022-03-31	$957,362	9,958	0.0%	Shares	Sole	2022-04-27
2021-12-31	$854,097	9,958	-0.1%	Shares	Sole	2022-01-19
2021-09-30	$820,951	9,963	-0.1%	Shares	Sole	2021-11-17
2021-06-30	$828,340	9,968	0.0%	Shares	Sole	2021-07-20
2021-03-31	$714,007	9,968	0.0%	Shares	Sole	2021-05-19
2020-12-31	$644,132	9,968	+8.6%	Shares	Sole	2021-03-05
2020-09-30	$505,616	9,178	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.