JACKSON THORNTON WEALTH MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 1903880 MONTGOMERY, AL

Position in WELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$325,247

+$62,053 QoQ

Shares Held

1,433

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,079

of 1,580 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,528,007 across 4 REIT - Healthcare Facilities names. WELL ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPT	Medical Properties Trust Inc	137,142	$633,595
2	VTR	Ventas, Inc.	3,819	$339,127
3	WELL	Welltower Inc. This page	1,433	$325,247
4	HR	Healthcare Realty Trust Inc	11,405	$230,038

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,247	1,433	+1.1%	Shares	Other	2026-08-06
2025-12-31	$263,194	1,418	—	Shares	Other	2026-01-22
No filing history on record for this holder in this stock.