Legacy Wealth Asset Management, LLC

Position in WELL — Welltower Inc.

CIK 1846151 WOODBURY, MN

Position in WELL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,092,179

+$106,595 QoQ

Shares Held

4,812

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#725

of 1,577 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,057,650 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	27,811	$1,450,343
2	WELL	Welltower Inc. This page	4,812	$1,092,179
3	VTR	Ventas, Inc.	5,801	$515,128

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,092,179	4,812	-3.5%	Shares	Sole	2026-07-09
2026-03-31	$985,584	4,985	+3.1%	Shares	Sole	2026-04-08
2025-12-31	$897,238	4,834	-11.2%	Shares	Sole	2026-01-12
2025-09-30	$969,616	5,443	+14.0%	Shares	Sole	2025-10-14
2025-06-30	$733,753	4,773	-1.7%	Shares	Sole	2025-07-30
2025-03-31	$743,987	4,856	-0.6%	Shares	Sole	2025-04-09
2024-12-31	$615,656	4,885	-1.4%	Shares	Sole	2025-01-15
2024-09-30	$634,132	4,953	+1.5%	Shares	Sole	2024-10-23
2024-06-30	$508,531	4,878	+6.5%	Shares	Sole	2024-08-14
2024-03-31	$427,861	4,579	+1.9%	Shares	Sole	2024-04-19
2023-12-31	$405,133	4,493	+25.4%	Shares	Sole	2024-01-10
2023-09-30	$293,519	3,583	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$287,806	3,558	+1.3%	Shares	Sole	2023-08-04
2023-03-31	$251,703	3,511	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$229,097	3,495	+1.7%	Shares	Sole	2023-02-02
2022-09-30	$221,132	3,438	+1.3%	Shares	Sole	2022-10-14
2022-06-30	$279,578	3,395	+2.3%	Shares	Sole	2022-07-19
2022-03-31	$319,088	3,319	+4.1%	Shares	Sole	2022-05-12
2021-12-31	$273,520	3,189	+3.4%	Shares	Sole	2022-02-10
2021-09-30	$254,121	3,084	-1.2%	Shares	Sole	2021-10-19
2021-06-30	$259,438	3,122	+1.3%	Shares	Sole	2021-07-14
2021-03-31	$220,835	3,083	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.