WEST PACES ADVISORS INC.

Position in WELL — Welltower Inc.

CIK 2004720 ATLANTA, GA

Position in WELL

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

Position Value

$41,081

+$23,156 QoQ

Shares Held

181

+54.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,427

of 1,580 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $119,491 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc.	883	$78,410
2	WELL	Welltower Inc. This page	181	$41,081

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,081	181	+54.7%	Shares	Sole	2026-07-20
2025-03-31	$17,925	117	0.0%	Shares	Sole	2025-04-15
2024-12-31	$14,745	117	0.0%	Shares	Sole	2025-02-14
2024-09-30	$14,979	117	0.0%	Shares	Sole	2024-10-15
2024-06-30	$12,197	117	-13.3%	Shares	Sole	2024-07-17
2024-03-31	$12,614	135	0.0%	Shares	Sole	2024-04-15
2023-12-31	$12,172	135	+15.4%	Shares	Sole	2024-01-30
2023-09-30	$9,584	117	0.0%	Shares	Sole	2023-12-18
2023-06-30	$9,464	117	0.0%	Shares	Sole	2023-12-18
2023-03-31	$8,387	117	+17.0%	Shares	Sole	2023-12-18
2022-12-31	$6,555	100	0.0%	Shares	Sole	2023-12-18
2022-09-30	$6,432	100	-9.1%	Shares	Sole	2023-12-19
2022-06-30	$9,058	110	0.0%	Shares	Sole	2023-12-19
2022-03-31	$10,575	110	+10.0%	Shares	Sole	2023-12-19
2021-12-31	$8,577	100	0.0%	Shares	Sole	2023-12-20
2021-09-30	$8,240	100	0.0%	Shares	Sole	2023-12-20
2021-06-30	$8,310	100	0.0%	Shares	Sole	2023-12-20
2021-03-31	$7,163	100	0.0%	Shares	Sole	2023-12-20
2020-12-31	$6,462	100	0.0%	Shares	Sole	2023-12-20
2020-09-30	$5,509	100	0.0%	Shares	Sole	2023-12-20
2020-06-30	$5,175	100	-67.2%	Shares	Sole	2023-12-20
2020-03-31	$13,962	305	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.