Bleakley Financial Group, LLC

Position in WELL — Welltower Inc.

CIK 1936953 PARSIPPANY, NJ

Position in WELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,966,844

+$1,149,425 QoQ

Shares Held

30,695

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#400

of 1,580 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $9,915,368 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	30,695	$6,966,844
2	VTR	Ventas, Inc.	17,870	$1,586,856
3	MPT	Medical Properties Trust Inc	99,075	$457,726
4	HR	Healthcare Realty Trust Inc	22,512	$454,067
5	DOC	Healthpeak Properties, Inc.	11,631	$248,903
6	SBRA	Sabra Health Care REIT, Inc.	10,301	$200,972

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,966,844	30,695	+4.3%	Shares	Sole	2026-08-05
2026-03-31	$5,817,419	29,424	+20.1%	Shares	Sole	2026-05-04
2025-12-31	$4,548,929	24,508	+7.5%	Shares	Sole	2026-02-09
2025-09-30	$4,059,632	22,789	+5.9%	Shares	Sole	2025-11-10
2025-06-30	$3,307,193	21,513	+14.1%	Shares	Sole	2025-07-30
2025-03-31	$2,887,855	18,849	+88.7%	Shares	Sole	2025-05-01
2024-12-31	$1,259,039	9,990	-21.9%	Shares	Sole	2025-01-27
2024-09-30	$1,637,503	12,790	+5.0%	Shares	Sole	2024-10-16
2024-06-30	$1,269,660	12,179	+0.7%	Shares	Sole	2024-08-12
2024-03-31	$1,130,250	12,096	+12.3%	Shares	Sole	2024-05-08
2023-12-31	$971,040	10,769	+4.0%	Shares	Sole	2024-01-25
2023-09-30	$848,199	10,354	-13.6%	Shares	Sole	2023-11-14
2023-06-30	$969,790	11,989	+2.9%	Shares	Sole	2023-08-14
2023-03-31	$835,475	11,654	+15.6%	Shares	Sole	2023-05-12
2022-12-31	$660,809	10,081	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.