JOHNSON INVESTMENT COUNSEL INC

Position in WELL — Welltower Inc.

CIK 821197 Cincinnati, OH

Position in WELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$947,372

+$149,217 QoQ

Shares Held

4,174

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#760

of 1,580 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Real Estate · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $1,333,829 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	4,174	$947,372
2	VTR	Ventas, Inc.	4,352	$386,457

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,372	4,174	+3.4%	Shares	Sole	2026-07-23
2026-03-31	$798,155	4,037	-30.3%	Shares	Sole	2026-05-04
2025-12-31	$1,075,238	5,793	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$1,078,459	6,054	-0.8%	Shares	Sole	2025-11-06
2025-06-30	$938,521	6,105	-0.1%	Shares	Sole	2025-07-25
2025-03-31	$936,113	6,110	-15.9%	Shares	Sole	2025-04-21
2024-12-31	$915,103	7,261	+24.0%	Shares	Sole	2025-02-07
2024-09-30	$749,871	5,857	-3.1%	Shares	Sole	2024-11-04
2024-06-30	$630,295	6,046	+3.8%	Shares	Sole	2024-08-08
2024-03-31	$544,194	5,824	+0.9%	Shares	Sole	2024-05-09
2023-12-31	$520,551	5,773	-6.3%	Shares	Sole	2024-02-07
2023-09-30	$504,463	6,158	+8.0%	Shares	Sole	2023-11-13
2023-06-30	$461,396	5,704	+0.8%	Shares	Sole	2023-08-10
2023-03-31	$405,478	5,656	-4.7%	Shares	Sole	2023-05-15
2022-09-30	$381,674	5,934	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$500,276	6,075	+40.7%	Shares	Sole	2022-08-15
2022-03-31	$415,036	4,317	0.0%	Shares	Sole	2022-05-11
2021-12-31	$370,269	4,317	-19.5%	Shares	Sole	2022-02-15
2020-03-31	$245,563	5,364	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.