COMPASS FINANCIAL MANAGEMENT LLC

Position in WELL — Welltower Inc.

CIK 2148724 TAMPA, FL

Position in WELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$88,518

New position

Shares Held

390

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,365

of 1,581 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $213,782 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	4,281	$91,613
2	WELL	Welltower Inc. This page	390	$88,518
3	CTRE	CareTrust REIT, Inc.	834	$33,651

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,518	390	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.