Accurate Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$409,907

+$48,494 QoQ

Shares Held

1,806

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,001

of 1,580 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $1,478,217 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	10,051	$524,159
2	WELL	Welltower Inc. This page	1,806	$409,907
3	DOC	Healthpeak Properties, Inc.	15,631	$334,503
4	OHI	Omega Healthcare Investors Inc	4,397	$209,648

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,907	1,806	-1.2%	Shares	Sole	2026-07-15
2026-03-31	$361,413	1,828	+4.6%	Shares	Sole	2026-04-23
2025-12-31	$324,260	1,747	-7.9%	Shares	Sole	2026-01-14
2025-09-30	$337,753	1,896	+8.3%	Shares	Sole	2025-10-20
2025-06-30	$269,027	1,750	+0.2%	Shares	Sole	2025-07-15
2025-03-31	$267,504	1,746	+2.8%	Shares	Sole	2025-04-15
2024-12-31	$213,998	1,698	+4.2%	Shares	Sole	2025-01-14
2024-09-30	$208,688	1,630	-24.3%	Shares	Sole	2024-10-17
2022-12-31	$141,194	2,154	-42.2%	Shares	Sole	2023-01-11
2022-06-30	$306,918	3,727	-2.8%	Shares	Sole	2022-08-04
2022-03-31	$368,600	3,834	-5.7%	Shares	Sole	2022-05-10
2021-12-31	$348,569	4,064	+1.0%	Shares	Sole	2022-02-08
2021-09-30	$331,495	4,023	+6.8%	Shares	Sole	2021-10-22
2021-06-30	$313,120	3,768	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.