Coston, McIsaac & Partners

Position in WELL — Welltower Inc.

CIK 1945037 BAR HARBOR, ME

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$26,101

+$3,365 QoQ

Shares Held

115

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,460

of 1,580 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Coston, McIsaac & Partners holds $33,484 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	115	$26,101
2	DOC	Healthpeak Properties, Inc.	345	$7,383

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,101	115	0.0%	Shares	Sole	2026-08-12
2026-03-31	$22,736	115	0.0%	Shares	Sole	2026-04-22
2025-12-31	$21,345	115	0.0%	Shares	Sole	2026-02-03
2025-09-30	$20,486	115	0.0%	Shares	Sole	2025-11-05
2025-06-30	$17,678	115	0.0%	Shares	Sole	2025-08-12
2025-03-31	$17,619	115	0.0%	Shares	Sole	2025-05-13
2024-12-31	$14,493	115	0.0%	Shares	Sole	2025-01-23
2024-09-30	$14,723	115	0.0%	Shares	Sole	2024-10-22
2024-06-30	$11,988	115	0.0%	Shares	Sole	2024-07-31
2024-03-31	$10,745	115	0.0%	Shares	Sole	2024-04-17
2023-12-31	$10,369	115	0.0%	Shares	Sole	2024-01-23
2023-09-30	$9,420	115	0.0%	Shares	Sole	2023-11-14
2023-06-30	$9,302	115	0.0%	Shares	Sole	2023-08-01
2023-03-31	$8,244	115	0.0%	Shares	Sole	2023-04-19
2022-12-31	$7,538	115	+0.9%	Shares	Sole	2023-02-09
2022-09-30	$7,332	114	+0.9%	Shares	Sole	2022-10-31
2022-06-30	$9,305	113	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.