Basepoint Wealth LLC

Position in WELL — Welltower Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,815

+$234 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,555

of 1,580 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Basepoint Wealth LLC holds $47,136 across 4 REIT - Healthcare Facilities names. WELL ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	1,307	$39,680
2	DOC	Healthpeak Properties, Inc.	135	$2,889
3	VTR	Ventas, Inc.	31	$2,752
4	WELL	Welltower Inc. This page	8	$1,815

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,815	8	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,581	8	0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,484	8	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.