EVOLUTION WEALTH MANAGEMENT INC.

Position in WELL — Welltower Inc.

CIK 2010029 FORT MYERS, FL

Position in WELL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$101,455

+$51,237 QoQ

Shares Held

447

+76.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,351

of 1,581 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $144,520 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	447	$101,455
2	OHI	Omega Healthcare Investors Inc	500	$23,840
3	LTC	Ltc Properties Inc	500	$19,225

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,455	447	+76.0%	Shares	Sole	2026-07-21
2026-03-31	$50,218	254	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.