Fairfield Financial Advisors, LTD

Position in WELL — Welltower Inc.

CIK 2033232 WELLESLEY, MA

Position in WELL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,130,776

+$1,868,690 QoQ

Shares Held

40,229

+9.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

4.38%

of 13F equity value

Holder Rank

#364

of 1,581 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Fairfield Financial Advisors, LTD holds $9,130,776 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	40,229	$9,130,776

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,130,776	40,229	+9.5%	Shares	Sole	2026-08-11
2026-03-31	$7,262,086	36,731	+3.6%	Shares	Sole	2026-04-27
2025-12-31	$6,581,359	35,458	+7.3%	Shares	Sole	2026-02-02
2025-09-30	$5,887,883	33,052	+24.6%	Shares	Sole	2025-10-24
2025-06-30	$4,076,765	26,519	+47.1%	Shares	Sole	2025-08-01
2025-03-31	$2,761,916	18,027	+15.4%	Shares	Sole	2025-05-09
2024-12-31	$1,969,092	15,624	+4.7%	Shares	Sole	2025-02-07
2024-09-30	$1,910,335	14,921	+2.7%	Shares	Sole	2024-10-28
2024-06-30	$1,515,273	14,535	+41.2%	Shares	Sole	2024-08-09
2023-12-31	$928,209	10,294	+46.8%	Shares	Sole	2024-11-04
2023-09-30	$574,504	7,013	+107.5%	Shares	Sole	2024-11-04
2023-06-30	$273,408	3,380	+289.4%	Shares	Sole	2024-11-04
2023-03-31	$62,226	868	+0.8%	Shares	Sole	2024-11-04
2022-12-31	$56,438	861	+0.8%	Shares	Sole	2024-10-07
2022-09-30	$54,929	854	+0.8%	Shares	Sole	2024-10-07
2022-06-30	$69,750	847	+0.7%	Shares	Sole	2024-10-07
2022-03-31	$80,853	841	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.