Fortitude Family Office, LLC

Family Office

Position in WELL — Welltower Inc.

CIK 1950506 SCOTTSDALE, AZ

Position in WELL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$68,091

+$10,360 QoQ

Shares Held

300

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,391

of 1,581 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Fortitude Family Office, LLC holds $124,232 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	300	$68,091
2	OHI	Omega Healthcare Investors Inc	465	$22,171
3	CTRE	CareTrust REIT, Inc.	259	$10,450
4	VTR	Ventas, Inc.	87	$7,725
5	HR	Healthcare Realty Trust Inc	214	$4,316
6	MPT	Medical Properties Trust Inc	711	$3,284
7	DOC	Healthpeak Properties, Inc.	153	$3,274
8	CHCT	Community Healthcare Trust Inc	122	$2,230

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,091	300	+2.7%	Shares	Sole	2026-07-20
2026-03-31	$57,731	292	0.0%	Shares	Sole	2026-04-16
2025-12-31	$54,198	292	0.0%	Shares	Sole	2026-01-15
2025-09-30	$52,016	292	0.0%	Shares	Sole	2025-10-17
2025-06-30	$44,889	292	-1.7%	Shares	Sole	2025-07-15
2025-03-31	$45,503	297	0.0%	Shares	Sole	2025-04-16
2024-12-31	$37,430	297	+2.8%	Shares	Sole	2025-01-10
2024-09-30	$37,000	289	+37.0%	Shares	Sole	2024-10-25
2024-06-30	$21,996	211	-6.6%	Shares	Sole	2024-07-10
2024-03-31	$21,117	226	+18.3%	Shares	Sole	2024-04-11
2023-12-31	$17,222	191	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.