13F

Position

Composition Wealth, LLC in Welltower Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $30.4K$185.62$197.73

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.51K$465.9K0.0%
Q1 20263.12K$616.9K$197.73$30.4K$120.6K0.0%