13F

Position

Dynamic Advisor Solutions 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 $15.7K$185.59$197.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.3K$240.7K0.0%
Q1 20261.46K$289.2K$197.71$15.7K$32.8K0.0%