PlanVest Financial, Inc

Position in WELL — Welltower Inc.

CIK 2135239 GAITHERSBURG, MD

Position in WELL

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

Position Value

$697,478

+$90,113 QoQ

Shares Held

3,073

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#835

of 1,577 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PlanVest Financial, Inc holds $751,547 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,073	$697,478
2	VTR	Ventas, Inc.	400	$35,520
3	SILA	Sila Realty Trust, Inc.	611	$18,549

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,478	3,073	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$607,365	3,072	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.