Richwood Investment Advisors, LLC

Position in WELL — Welltower Inc.

CIK 1911900 Cincinnati, OH

Position in WELL

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

Position Value

$1,318,241

+$120,712 QoQ

Shares Held

5,808

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#684

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

Richwood Investment Advisors, LLC holds $1,318,241 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	5,808	$1,318,241

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,318,241	5,808	-4.1%	Shares	Sole	2026-07-29
2026-03-31	$1,197,529	6,057	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,124,239	6,057	-2.8%	Shares	Sole	2026-02-12
2025-09-30	$1,110,168	6,232	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$963,887	6,270	-4.6%	Shares	Sole	2025-07-23
2025-03-31	$1,006,589	6,570	-3.7%	Shares	Sole	2025-05-15
2024-12-31	$859,524	6,820	0.0%	Shares	Sole	2025-02-11
2024-09-30	$873,164	6,820	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$713,591	6,845	-1.3%	Shares	Sole	2024-07-26
2024-03-31	$647,726	6,932	-4.0%	Shares	Sole	2024-05-13
2023-12-31	$651,027	7,220	-7.8%	Shares	Sole	2024-02-09
2023-09-30	$641,433	7,830	-1.2%	Shares	Sole	2023-10-30
2023-06-30	$641,053	7,925	-7.8%	Shares	Sole	2023-07-21
2023-03-31	$615,960	8,592	-1.5%	Shares	Sole	2023-04-19
2022-12-31	$571,727	8,722	-2.4%	Shares	Sole	2023-02-08
2022-09-30	$574,892	8,938	-6.3%	Shares	Sole	2022-10-27
2022-06-30	$785,454	9,538	-3.2%	Shares	Sole	2022-07-22
2022-03-31	$947,267	9,853	-0.9%	Shares	Sole	2022-04-28
2021-12-31	$852,811	9,943	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.