EVOLVE PRIVATE WEALTH, LLC

Position in WELL — Welltower Inc.

CIK 2111131 LOS ANGELES, CA

Position in WELL

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,106,187

+$63,802 QoQ

Shares Held

5,595

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,778,200 across 5 REIT - Healthcare Facilities names.

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	15,042	$784,440
2	VTR	Ventas, Inc.	3,669	$325,807
3	HR	Healthcare Realty Trust Inc	14,302	$288,471
4	OHI	Omega Healthcare Investors Inc	4,580	$218,374
5	MPT	Medical Properties Trust Inc	34,872	$161,108

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,106,187	5,595	-0.4%	Shares	Sole	2026-04-16
2025-12-31	$1,042,385	5,616	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.