ROMANO BROTHERS AND COMPANY

Position in WELL — Welltower Inc.

CIK 200648 EVANSTON, IL

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,122,712

+$599,108 QoQ

Shares Held

22,570

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#446

of 1,581 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROMANO BROTHERS AND COMPANY holds $13,713,719 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	165,999	$7,914,832
2	WELL	Welltower Inc. This page	22,570	$5,122,712
3	DOC	Healthpeak Properties, Inc.	31,597	$676,175

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,122,712	22,570	-1.4%	Shares	Sole	2026-07-22
2026-03-31	$4,523,604	22,880	-0.8%	Shares	Sole	2026-04-22
2025-12-31	$4,280,166	23,060	-5.2%	Shares	Sole	2026-01-14
2025-09-30	$4,334,502	24,332	-0.7%	Shares	Sole	2025-10-21
2025-06-30	$3,768,229	24,512	-1.9%	Shares	Sole	2025-07-22
2025-03-31	$3,828,258	24,987	-1.8%	Shares	Sole	2025-04-10
2024-12-31	$3,207,841	25,453	-2.3%	Shares	Sole	2025-01-16
2024-09-30	$3,335,565	26,053	-0.4%	Shares	Sole	2024-10-22
2024-06-30	$2,726,450	26,153	-1.3%	Shares	Sole	2024-07-17
2024-03-31	$2,476,440	26,503	-1.5%	Shares	Sole	2024-04-17
2023-12-31	$2,426,023	26,905	+0.8%	Shares	Sole	2024-01-29
2023-09-30	$2,186,526	26,691	+0.0%	Shares	Sole	2023-10-17
2023-06-30	$2,158,387	26,683	-3.4%	Shares	Sole	2023-07-13
2023-03-31	$1,979,217	27,608	-2.8%	Shares	Sole	2023-04-13
2022-12-31	$1,861,816	28,403	-1.0%	Shares	Sole	2023-01-18
2022-09-30	$1,846,176	28,703	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.