Wedmont Private Capital

Position in WELL — Welltower Inc.

CIK 1904274 WEST CHESTER, PA

Position in WELL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,254,039

+$371,049 QoQ

Shares Held

9,931

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#578

of 1,580 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wedmont Private Capital holds $3,849,220 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	9,931	$2,254,039
2	VTR	Ventas, Inc.	13,172	$1,169,673
3	OHI	Omega Healthcare Investors Inc	4,618	$220,186
4	MPT	Medical Properties Trust Inc	44,442	$205,322

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254,039	9,931	+4.3%	Shares	Sole	2026-07-13
2026-03-31	$1,882,990	9,524	+2.6%	Shares	Sole	2026-04-09
2025-12-31	$1,722,275	9,279	+0.6%	Shares	Sole	2026-01-08
2025-09-30	$1,642,807	9,222	+5.9%	Shares	Sole	2025-10-08
2025-06-30	$1,338,373	8,706	+3.9%	Shares	Sole	2025-07-10
2025-03-31	$1,283,746	8,379	+16.0%	Shares	Sole	2025-04-14
2024-12-31	$910,062	7,221	+8.0%	Shares	Sole	2025-01-13
2024-09-30	$856,264	6,688	-2.7%	Shares	Sole	2024-10-08
2024-06-30	$716,406	6,872	+33.3%	Shares	Sole	2024-07-15
2024-03-31	$481,776	5,156	+2.4%	Shares	Sole	2024-04-10
2023-12-31	$453,825	5,033	+16.1%	Shares	Sole	2024-01-09
2023-09-30	$355,041	4,334	+7.2%	Shares	Sole	2023-10-10
2023-06-30	$327,119	4,044	+18.2%	Shares	Sole	2023-07-17
2023-03-31	$245,251	3,421	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.