Frank, Rimerman Advisors LLC

Position in WELL — Welltower Inc.

CIK 1977560 Palo Alto, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,319,860

+$304,009 QoQ

Shares Held

10,221

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#570

of 1,580 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $4,026,360 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	10,221	$2,319,860
2	OHI	Omega Healthcare Investors Inc	22,103	$1,053,871
3	CTRE	CareTrust REIT, Inc.	7,728	$311,824
4	SBRA	Sabra Health Care REIT, Inc.	13,436	$262,136
5	MPT	Medical Properties Trust Inc	17,028	$78,669

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,319,860	10,221	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$2,015,851	10,196	+3.3%	Shares	Sole	2026-04-29
2025-12-31	$1,832,527	9,873	+1.0%	Shares	Sole	2026-01-15
2025-09-30	$1,741,140	9,774	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$1,494,101	9,719	-4.9%	Shares	Sole	2025-08-11
2025-03-31	$1,566,572	10,225	+6.3%	Shares	Sole	2025-05-12
2024-12-31	$1,212,282	9,619	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,231,264	9,617	+0.9%	Shares	Sole	2024-10-24
2024-06-30	$994,023	9,535	+27142.9%	Shares	Sole	2024-08-13
2024-03-31	$3,270	35	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,155	35	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.