O'ROURKE & COMPANY, Inc

Position in WELL — Welltower Inc.

CIK 1911468 BOSTON, MA

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,168,728

+$415,814 QoQ

Shares Held

13,961

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#524

of 1,581 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $3,168,728 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	13,961	$3,168,728

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,168,728	13,961	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$2,752,914	13,924	-4.4%	Shares	Sole	2026-05-14
2025-12-31	$2,702,110	14,558	-1.5%	Shares	Sole	2026-01-28
2025-09-30	$2,633,978	14,786	-1.0%	Shares	Sole	2025-10-22
2025-06-30	$2,296,265	14,937	-1.2%	Shares	Sole	2025-07-18
2025-03-31	$2,316,228	15,118	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$1,908,598	15,144	-7.0%	Shares	Sole	2025-02-13
2024-09-30	$2,083,944	16,277	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$1,694,479	16,254	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$1,517,091	16,236	+0.8%	Shares	Sole	2024-04-18
2023-12-31	$1,452,368	16,107	+2.8%	Shares	Sole	2024-01-24
2023-09-30	$1,283,194	15,664	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$1,264,957	15,638	+1.0%	Shares	Sole	2023-07-25
2023-03-31	$1,109,689	15,479	+2.4%	Shares	Sole	2023-05-12
2022-12-31	$990,460	15,110	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$979,786	15,233	+9.3%	Shares	Sole	2022-11-14
2022-06-30	$1,147,711	13,937	-1.6%	Shares	Sole	2022-08-12
2022-03-31	$1,362,207	14,169	-5.6%	Shares	Sole	2022-05-16
2021-12-31	$1,286,807	15,003	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.