DAVENPORT & Co LLC

Position in WELL — Welltower Inc.

CIK 887777 RICHMOND, VA

Position in WELL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,709,113

+$558,424 QoQ

Shares Held

11,936

+9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#550

of 1,577 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

DAVENPORT & Co LLC holds $17,008,338 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	606,797	$12,985,455
2	WELL	Welltower Inc. This page	11,936	$2,709,113
3	OHI	Omega Healthcare Investors Inc	14,165	$675,387
4	VTR	Ventas, Inc.	7,189	$638,383

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,709,113	11,936	+9.7%	Shares	Sole	2026-07-13
2026-03-31	$2,150,689	10,878	+49.5%	Shares	Sole	2026-04-15
2025-12-31	$1,350,498	7,276	+10.0%	Shares	Sole	2026-01-12
2025-09-30	$1,178,396	6,615	+11.0%	Shares	Sole	2025-10-15
2025-06-30	$915,769	5,957	+24.8%	Shares	Sole	2025-07-22
2025-03-31	$731,577	4,775	+2.2%	Shares	Sole	2025-04-28
2024-12-31	$588,812	4,672	-27.8%	Shares	Sole	2025-01-24
2024-09-30	$828,098	6,468	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$672,621	6,452	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$598,483	6,405	+15.8%	Shares	Sole	2024-05-03
2023-12-31	$498,640	5,530	+15.1%	Shares	Sole	2024-01-23
2023-09-30	$393,707	4,806	+1.3%	Shares	Sole	2023-10-17
2023-06-30	$383,661	4,743	-5.6%	Shares	Sole	2023-07-20
2023-03-31	$360,313	5,026	+5.3%	Shares	Sole	2023-04-27
2022-12-31	$312,804	4,772	+22.8%	Shares	Sole	2023-01-20
2022-09-30	$250,011	3,887	+19.1%	Shares	Sole	2022-10-11
2022-06-30	$268,708	3,263	+0.3%	Shares	Sole	2022-07-18
2022-03-31	$312,839	3,254	-3.0%	Shares	Sole	2022-05-02
2021-12-31	$287,758	3,355	-8.6%	Shares	Sole	2022-02-10
2021-09-30	$302,572	3,672	-30.1%	Shares	Sole	2021-10-14
2020-03-31	$240,573	5,255	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.