WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in WELL — Welltower Inc.

CIK 752365 SOUTH BEND, IN

Back to WELL Full portfolio

Position in WELL

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

Position Value

$384,487

+$56,091 QoQ

Shares Held

1,694

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,021

of 1,581 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $384,487 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	1,694	$384,487

All Filings in WELL

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,487	1,694	+2.0%	Shares	Sole	2026-08-12
2026-03-31	$328,396	1,661	-20.7%	Shares	Sole	2026-05-11
2025-12-31	$388,852	2,095	+1.1%	Shares	Sole	2026-02-11
2025-09-30	$369,106	2,072	+1.6%	Shares	Sole	2025-11-13
2025-06-30	$313,455	2,039	+13.8%	Shares	Sole	2025-08-11
2025-03-31	$274,399	1,791	+9.8%	Shares	Sole	2025-04-21
2024-12-31	$205,554	1,631	+1.1%	Shares	Sole	2025-01-29
2024-09-30	$206,512	1,613	-36.0%	Shares	Sole	2024-10-25
2023-06-30	$203,842	2,520	+1.4%	Shares	Sole	2023-07-28
2022-06-30	$204,557	2,484	0.0%	Shares	Sole	2022-07-20
2022-03-31	$238,811	2,484	0.0%	Shares	Sole	2022-04-29
2021-12-31	$213,052	2,484	0.0%	Shares	Sole	2022-01-24
2021-09-30	$204,681	2,484	-60.6%	Shares	Sole	2021-10-18
2020-09-30	$347,067	6,300	-47.7%	Shares	Sole	2020-10-27
2020-06-30	$623,587	12,050	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.