Buck Wealth Strategies, LLC

Position in WELL — Welltower Inc.

CIK 1973259 DENVER, CO

Position in WELL

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

Position Value

$27,236

+$24,287 QoQ

Shares Held

120

+233.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,457

of 1,581 holders

Holding Since

Mar 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $139,371 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	1,750	$91,262
2	WELL	Welltower Inc. This page	120	$27,236
3	SILA	Sila Realty Trust, Inc.	396	$12,022
4	OHI	Omega Healthcare Investors Inc	170	$8,105
5	HR	Healthcare Realty Trust Inc	37	$746

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,236	120	+233.3%	Shares	Sole	2026-07-30
2023-09-30	$2,949	36	+2.9%	Shares	Sole	2023-11-06
2023-06-30	$2,831	35	0.0%	Shares	Sole	2023-11-06
2023-03-31	$2,509	35	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.