SITTNER & NELSON, LLC

Position in WELL — Welltower Inc.

CIK 1846138 EUGENE, OR

Position in WELL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$38,811

+$5,003 QoQ

Shares Held

171

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,433

of 1,580 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SITTNER & NELSON, LLC holds $265,203 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPT	Medical Properties Trust Inc	43,000	$198,660
2	WELL	Welltower Inc. This page	171	$38,811
3	VTR	Ventas, Inc.	300	$26,640
4	SBRA	Sabra Health Care REIT, Inc.	56	$1,092

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,811	171	0.0%	Shares	Sole	2026-08-07
2026-03-31	$33,808	171	0.0%	Shares	Sole	2026-05-12
2025-12-31	$31,739	171	0.0%	Shares	Sole	2026-02-11
2025-09-30	$30,461	171	0.0%	Shares	Sole	2025-11-14
2025-06-30	$26,287	171	0.0%	Shares	Sole	2025-08-08
2025-03-31	$26,198	171	0.0%	Shares	Sole	2025-05-13
2024-12-31	$21,551	171	0.0%	Shares	Sole	2025-02-11
2024-09-30	$21,893	171	0.0%	Shares	Sole	2024-10-31
2024-06-30	$17,826	171	0.0%	Shares	Sole	2024-08-13
2024-03-31	$15,978	171	0.0%	Shares	Sole	2024-05-10
2023-12-31	$15,419	171	0.0%	Shares	Sole	2024-02-13
2023-09-30	$14,008	171	0.0%	Shares	Sole	2023-11-13
2023-06-30	$13,832	171	0.0%	Shares	Sole	2023-08-14
2023-03-31	$12,258	171	0.0%	Shares	Sole	2023-05-09
2022-12-31	$11,209	171	-12.8%	Shares	Sole	2023-02-02
2022-09-30	$12,606	196	0.0%	Shares	Sole	2022-11-14
2022-06-30	$16,140	196	0.0%	Shares	Sole	2022-08-12
2022-03-31	$18,843	196	+14.6%	Shares	Sole	2022-05-10
2021-12-31	$14,666	171	0.0%	Shares	Sole	2022-02-09
2021-09-30	$14,090	171	0.0%	Shares	Sole	2021-11-12
2021-06-30	$14,210	171	0.0%	Shares	Sole	2021-08-12
2021-03-31	$12,248	171	0.0%	Shares	Sole	2021-05-06
2020-12-31	$11,050	171	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.