Cassaday & Co Wealth Management LLC

Position in WELL — Welltower Inc.

CIK 1963612 MCLEAN, VA

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$74,219

+$6,998 QoQ

Shares Held

327

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,382

of 1,581 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $203,512 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	2,371	$123,647
2	WELL	Welltower Inc. This page	327	$74,219
3	DOC	Healthpeak Properties, Inc.	139	$2,974
4	VTR	Ventas, Inc.	27	$2,397
5	XRN	Chiron Real Estate Inc.	6	$225
6	MPT	Medical Properties Trust Inc	11	$50

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,219	327	-3.8%	Shares	Sole	2026-08-10
2026-03-31	$67,221	340	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.