ANGELES WEALTH MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 1929170 SANTA MONICA, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$725,396

+$113,484 QoQ

Shares Held

3,196

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#824

of 1,581 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $1,645,470 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,196	$725,396
2	CTRE	CareTrust REIT, Inc.	15,234	$614,691
3	VTR	Ventas, Inc.	3,439	$305,383

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,396	3,196	+3.3%	Shares	Sole	2026-07-28
2026-03-31	$611,912	3,095	+65.5%	Shares	Sole	2026-05-06
2025-12-31	$347,090	1,870	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$328,133	1,842	+7.8%	Shares	Sole	2025-11-12
2025-06-30	$262,724	1,709	+28.3%	Shares	Sole	2025-07-29
2025-03-31	$204,075	1,332	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.