Wealth Enhancement Trust Services, Inc.

Position in WELL — Welltower Inc.

CIK 2067696 SIOUX FALLS, SD

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,034,104

+$173,060 QoQ

Shares Held

8,962

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#593

of 1,581 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Real Estate · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $2,084,871 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	8,962	$2,034,104
2	OHI	Omega Healthcare Investors Inc	699	$33,328
3	HR	Healthcare Realty Trust Inc	743	$14,986
4	MPT	Medical Properties Trust Inc	518	$2,393
5	SILA	Sila Realty Trust, Inc.	2	$60

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,034,104	8,962	-4.8%	Shares	Defined	2026-07-22
2026-03-31	$1,861,044	9,413	+6.3%	Shares	Defined	2026-04-08
2025-12-31	$1,643,204	8,853	—	Shares	Defined	2026-01-27
No filing history on record for this holder in this stock.