Stiles Financial Services Inc

Position in WELL — Welltower Inc.

CIK 1904832 EDINA, MN

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,596,280

+$201,239 QoQ

Shares Held

7,033

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#641

of 1,580 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Stiles Financial Services Inc holds $1,596,280 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	7,033	$1,596,280

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,596,280	7,033	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$1,395,041	7,056	-2.5%	Shares	Sole	2026-04-30
2025-12-31	$1,343,816	7,240	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$1,287,774	7,229	-4.1%	Shares	Sole	2025-10-30
2025-06-30	$1,158,355	7,535	+0.7%	Shares	Sole	2025-07-24
2025-03-31	$1,146,470	7,483	-1.6%	Shares	Sole	2025-04-22
2024-12-31	$958,710	7,607	+0.2%	Shares	Sole	2025-01-28
2024-09-30	$971,619	7,589	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$788,859	7,567	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$704,817	7,543	-4.4%	Shares	Sole	2024-04-30
2023-12-31	$711,621	7,892	-0.2%	Shares	Sole	2024-01-26
2023-09-30	$647,659	7,906	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$628,596	7,771	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$558,966	7,797	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$508,864	7,763	-0.5%	Shares	Sole	2023-01-27
2022-09-30	$501,824	7,802	+2.6%	Shares	Sole	2022-11-02
2022-06-30	$625,942	7,601	+0.6%	Shares	Sole	2022-07-26
2022-03-31	$726,722	7,559	+0.6%	Shares	Sole	2022-05-06
2021-12-31	$644,647	7,516	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.