13F

Position

WRIGHT 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 $15.4K$185.61$197.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.27K$236.3K0.2%
Q1 20261.27K$251.7K$197.71$15.4K$00.2%