BAILARD, INC.

Position in WELL — Welltower Inc.

CIK 750641 Foster City, CA

Position in WELL

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

Position Value

$2,745,883

+$807,930 QoQ

Shares Held

12,098

+23.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#547

of 1,581 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Real Estate · as of Jun 30, 2026

BAILARD, INC. holds $3,633,583 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	12,098	$2,745,883
2	CTRE	CareTrust REIT, Inc.	22,000	$887,700

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,745,883	12,098	+23.4%	Shares	Sole	2026-07-30
2026-03-31	$1,937,953	9,802	-1.0%	Shares	Sole	2026-05-11
2025-12-31	$1,837,353	9,899	+12.2%	Shares	Sole	2026-02-04
2025-09-30	$1,571,194	8,820	+35.4%	Shares	Sole	2025-10-30
2025-06-30	$1,001,704	6,516	-3.2%	Shares	Sole	2025-08-08
2025-03-31	$1,030,950	6,729	+8.3%	Shares	Sole	2025-05-02
2024-12-31	$783,402	6,216	+2.9%	Shares	Sole	2025-02-05
2024-09-30	$773,685	6,043	+7.2%	Shares	Sole	2024-10-30
2024-06-30	$587,448	5,635	-1.1%	Shares	Sole	2024-07-25
2024-03-31	$532,514	5,699	-3.7%	Shares	Sole	2024-05-08
2023-12-31	$533,806	5,920	+21.4%	Shares	Sole	2024-02-02
2023-09-30	$399,441	4,876	-15.2%	Shares	Sole	2023-10-24
2022-12-31	$377,109	5,753	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$371,062	5,769	-1.2%	Shares	Sole	2022-10-18
2022-06-30	$480,759	5,838	+0.4%	Shares	Sole	2022-07-27
2022-03-31	$558,861	5,813	+7.9%	Shares	Sole	2022-04-25
2020-06-30	$278,673	5,385	+22.5%	Shares	Sole	2020-08-12
2020-03-31	$201,203	4,395	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.