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Mosley Wealth Management

Position in WELL — Welltower Inc.

CIK 2011849 ANAHEIM, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,134
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,562
of 1,577 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Mosley Wealth Management holds $14,871 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WELL
Welltower Inc.
This page
5 $1,134

All Filings in WELL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,134 5