Planning Strategies Inc.

Position in WELL — Welltower Inc.

CIK 2139665 LANCASTER, PA

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$54,699

New position

Shares Held

241

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,397

of 1,575 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Planning Strategies Inc. holds $68,297 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	241	$54,699
2	DOC	Healthpeak Properties, Inc.	424	$9,073
3	VTR	Ventas, Inc.	26	$2,308
4	OHI	Omega Healthcare Investors Inc	20	$953
5	HR	Healthcare Realty Trust Inc	42	$847
6	AHR	American Healthcare REIT, Inc.	8	$417

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,699	241	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.