Burk Holdings LLC

Position in WELL — Welltower Inc.

CIK 2079815 TULSA, OK

Position in WELL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$99,185

+$12,391 QoQ

Shares Held

437

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,353

of 1,580 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Burk Holdings LLC holds $126,000 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	437	$99,185
2	SBRA	Sabra Health Care REIT, Inc.	1,156	$22,553
3	VTR	Ventas, Inc.	48	$4,262

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,185	437	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$86,794	439	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.