Retirement Management Systems Inc.
PensionPosition in WELL — Welltower Inc.
CIK 2110516
STEVENSVILLE, MD
Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,704,861
+$1,105,551 QoQ
Shares Held
20,729
+13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
12.76%
of 13F equity value
Holder Rank
#457
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Retirement Management Systems Inc. holds $9,386,219 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
20,729 | $4,704,861 | |
| 2 | VTR |
Ventas, Inc.
|
52,718 | $4,681,358 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,704,861 | 20,729 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,599,310 | 18,205 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,881,914 | 26,302 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||