Wealthspire Retirement, LLC

Pension

Position in WELL — Welltower Inc.

CIK 2040084 ALISO VIEJO, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,261,756

+$282,877 QoQ

Shares Held

9,965

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#577

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthspire Retirement, LLC holds $4,288,273 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	9,965	$2,261,756
2	NHI	National Health Investors Inc	24,350	$1,856,931
3	MPT	Medical Properties Trust Inc	36,707	$169,586

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,261,756	9,965	-0.4%	Shares	Sole	2026-08-12
2026-03-31	$1,978,879	10,009	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$1,879,672	10,127	+0.1%	Shares	Sole	2026-02-18
2025-09-30	$1,802,776	10,120	-0.9%	Shares	Sole	2026-02-06
2025-06-30	$1,570,505	10,216	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$1,567,951	10,234	+0.8%	Shares	Sole	2025-05-13
2024-12-31	$1,278,952	10,148	-2.5%	Shares	Sole	2025-02-13
2024-09-30	$1,332,536	10,408	-1.7%	Shares	Sole	2025-02-13
2024-06-30	$1,103,382	10,584	-1.6%	Shares	Sole	2025-02-13
2024-03-31	$1,005,507	10,761	+0.0%	Shares	Sole	2025-02-13
2023-12-31	$969,868	10,756	+0.5%	Shares	Sole	2025-02-13
2023-09-30	$876,707	10,702	+0.2%	Shares	Sole	2025-02-13
2023-06-30	$863,662	10,677	-0.9%	Shares	Sole	2025-02-13
2023-03-31	$772,459	10,775	+0.2%	Shares	Sole	2025-02-13
2022-12-31	$704,596	10,749	+9.7%	Shares	Sole	2025-02-13
2022-09-30	$630,143	9,797	-11.8%	Shares	Sole	2025-02-13
2022-06-30	$914,908	11,110	+0.5%	Shares	Sole	2025-02-13
2022-03-31	$1,062,923	11,056	-7.5%	Shares	Sole	2025-02-13
2021-12-31	$1,025,294	11,954	-8.7%	Shares	Sole	2025-02-13
2021-09-30	$1,079,357	13,099	+0.7%	Shares	Sole	2025-02-13
2021-06-30	$1,081,297	13,012	-4.8%	Shares	Sole	2025-02-13
2021-03-31	$978,537	13,661	+7.7%	Shares	Sole	2025-02-13
2020-12-31	$819,769	12,686	-11.1%	Shares	Sole	2025-02-13
2020-09-30	$786,024	14,268	-6.1%	Shares	Sole	2025-02-13
2020-06-30	$786,393	15,196	+0.8%	Shares	Sole	2025-02-13
2020-03-31	$690,179	15,076	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.