Barnes Dennig Private Wealth Management LLC
Position in WELL — Welltower Inc.
CIK 2058270
CINCINNATI, OH
Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$174,539
+$18,151 QoQ
Shares Held
769
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,313
of 1,580 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $174,539 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
|
769 | $174,539 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,539 | 769 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $156,388 | 791 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $146,446 | 789 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,631 | 26 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||