Siemens Fonds Invest GmbH

Position in WELL — Welltower Inc.

CIK 1856637 MUNICH, 2M

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,492,674

+$833,638 QoQ

Shares Held

24,200

+2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#429

of 1,580 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $6,112,142 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	24,200	$5,492,674
2	VTR	Ventas, Inc.	6,976	$619,468

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,492,674	24,200	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$4,659,036	23,565	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$4,414,177	23,782	+28.2%	Shares	Sole	2026-02-17
2025-09-30	$3,303,962	18,547	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$2,912,261	18,944	+9.4%	Shares	Sole	2025-08-14
2025-03-31	$2,654,056	17,323	+126.6%	Shares	Sole	2025-05-15
2024-09-30	$978,661	7,644	+16.7%	Shares	Sole	2024-11-14
2024-06-30	$682,837	6,550	+11.4%	Shares	Sole	2024-08-14
2024-03-31	$549,240	5,878	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$522,535	5,795	+40.0%	Shares	Sole	2024-02-14
2023-09-30	$339,066	4,139	0.0%	Shares	Sole	2023-11-14
2023-06-30	$334,803	4,139	+2.7%	Shares	Sole	2023-08-14
2023-03-31	$288,839	4,029	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$267,575	4,082	-10.6%	Shares	Sole	2023-02-14
2022-09-30	$293,813	4,568	0.0%	Shares	Sole	2022-11-14
2022-06-30	$376,174	4,568	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$429,841	4,471	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$372,842	4,347	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$359,428	4,362	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.