Compound Planning, Inc.

Position in WELL — Welltower Inc.

CIK 1978879 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,374,105

+$391,272 QoQ

Shares Held

10,460

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#566

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

Compound Planning, Inc. holds $4,369,840 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	10,460	$2,374,105
2	OHI	Omega Healthcare Investors Inc	20,811	$992,267
3	VTR	Ventas, Inc.	5,798	$514,862
4	MPT	Medical Properties Trust Inc	105,759	$488,606

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,374,105	10,460	+4.3%	Shares	Other	2026-08-04
2026-03-31	$1,982,833	10,029	+9.8%	Shares	Other	2026-05-14
2025-12-31	$1,694,990	9,132	+30.3%	Shares	Sole	2026-02-19
2025-09-30	$1,248,761	7,010	+9.6%	Shares	Sole	2025-11-10
2025-06-30	$983,103	6,395	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$974,262	6,359	+12.9%	Shares	Sole	2025-05-14
2024-12-31	$710,053	5,634	+12.2%	Shares	Sole	2025-01-17
2024-09-30	$642,710	5,020	+15.3%	Shares	Sole	2024-10-08
2024-06-30	$453,904	4,354	+42.8%	Shares	Sole	2024-07-26
2024-03-31	$284,898	3,049	+31.0%	Shares	Sole	2024-05-07
2023-12-31	$209,915	2,328	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.