INDEPENDENT FINANCIAL GROUP, LLC

Position in WELL — Welltower Inc.

CIK 275484 SAN DIEGO, CA

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,014,131

-$505,287 QoQ

Shares Held

8,874

-30.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#132

of 522 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $17,631,167 across 9 REIT - Healthcare Facilities names. WELL ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	110,823	$5,779,419
2	SBRA	Sabra Health Care REIT, Inc.	241,532	$4,712,289
3	DOC	Healthpeak Properties, Inc.	129,124	$2,763,253
4	WELL	Welltower Inc. This page	8,874	$2,014,131
5	SILA	Sila Realty Trust, Inc.	23,989	$728,306
6	NHI	National Health Investors Inc	9,248	$705,252
7	OHI	Omega Healthcare Investors Inc	12,437	$592,996
8	CTRE	CareTrust REIT, Inc.	5,233	$211,151

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,014,131	8,874	-30.4%	Shares	Sole	2026-07-15
2026-03-31	$2,519,418	12,743	+10.5%	Shares	Sole	2026-05-15
2025-12-31	$2,140,640	11,533	+21.5%	Shares	Sole	2026-05-15
2025-09-30	$1,691,617	9,496	-6.9%	Shares	Sole	2026-05-15
2025-06-30	$1,567,431	10,196	-21.5%	Shares	Sole	2026-05-15
2025-03-31	$1,988,972	12,982	+15.1%	Shares	Sole	2026-05-19
2024-12-31	$1,421,870	11,282	-13.5%	Shares	Sole	2026-06-12
2024-09-30	$1,669,895	13,043	+338.0%	Shares	Sole	2026-06-12
2024-06-30	$310,456	2,978	-46.5%	Shares	Sole	2026-06-12
2024-03-31	$520,273	5,568	-48.7%	Shares	Sole	2026-06-12
2023-12-31	$979,246	10,860	+11.9%	Shares	Sole	2026-06-12
2023-09-30	$794,869	9,703	+211.5%	Shares	Sole	2026-06-12
2023-06-30	$251,972	3,115	-16.0%	Shares	Sole	2026-06-12
2023-03-31	$265,969	3,710	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.