HB Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1911253 Atlanta, GA

Position in WELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,186,234

+$655,134 QoQ

Shares Held

18,444

+3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#477

of 1,581 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $7,898,326 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	18,444	$4,186,234
2	VTR	Ventas, Inc.	17,724	$1,573,891
3	DOC	Healthpeak Properties, Inc.	36,419	$779,366
4	HR	Healthcare Realty Trust Inc	23,006	$464,031
5	MPT	Medical Properties Trust Inc	74,998	$346,490
6	OHI	Omega Healthcare Investors Inc	7,210	$343,772
7	SBRA	Sabra Health Care REIT, Inc.	10,484	$204,542

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,186,234	18,444	+3.3%	Shares	Sole	2026-07-29
2026-03-31	$3,531,100	17,860	+6.9%	Shares	Sole	2026-04-27
2025-12-31	$3,101,728	16,711	+4.3%	Shares	Sole	2026-01-28
2025-09-30	$2,854,693	16,025	+27.7%	Shares	Sole	2025-10-23
2025-06-30	$1,928,850	12,547	+2.1%	Shares	Sole	2025-07-17
2025-03-31	$1,883,104	12,291	+33.7%	Shares	Sole	2025-05-07
2024-12-31	$1,158,341	9,191	+6.5%	Shares	Sole	2025-01-15
2024-09-30	$1,104,770	8,629	+19.8%	Shares	Sole	2024-10-15
2024-06-30	$750,600	7,200	+21.8%	Shares	Sole	2024-07-26
2024-03-31	$552,510	5,913	+5.2%	Shares	Sole	2024-04-30
2023-12-31	$506,845	5,621	+11.4%	Shares	Sole	2024-01-16
2023-09-30	$413,204	5,044	+29.2%	Shares	Sole	2023-10-13
2023-06-30	$315,713	3,903	+23.3%	Shares	Sole	2023-07-13
2023-03-31	$226,970	3,166	—	Shares	Sole	2023-04-13
No filing history on record for this holder in this stock.