Comprehensive Money Management Services LLC

Position in WELL — Welltower Inc.

CIK 2058921 CORAL GABLES, FL

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Position in WELL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$889,949

+$114,729 QoQ

Shares Held

3,921

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#779

of 1,580 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Comprehensive Money Management Services LLC holds $2,340,861 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,921	$889,949
2	SBRA	Sabra Health Care REIT, Inc.	21,885	$426,976
3	HR	Healthcare Realty Trust Inc	18,548	$374,113
4	VTR	Ventas, Inc.	4,110	$364,968
5	DOC	Healthpeak Properties, Inc.	13,311	$284,855

All Filings in WELL

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$889,949	3,921	0.0%	Shares	Sole	2026-08-17
2026-03-31	$775,220	3,921	+1.2%	Shares	Sole	2026-04-23
2025-12-31	$719,424	3,876	0.0%	Shares	Sole	2026-01-22
2025-09-30	$690,470	3,876	-7.1%	Shares	Sole	2025-10-24
2025-06-30	$641,207	4,171	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$645,933	4,216	-1.4%	Shares	Sole	2025-04-22
2024-12-31	$538,904	4,276	—	Shares	Sole	2025-03-04
No filing history on record for this holder in this stock.