Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$75,179,046
+$7,160,875 QoQ
Shares Held
331,229
-3.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#146
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $220,599,739 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
331,229 | $75,179,046 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
1,594,647 | $64,344,006 | |
| 3 | VTR |
Ventas, Inc.
|
311,723 | $27,681,002 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
1,315,077 | $25,657,152 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
243,097 | $11,590,864 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
319,608 | $6,839,611 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
55,295 | $2,883,634 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
43,200 | $1,620,864 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,179,046 | 331,229 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,018,171 | 344,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,789,098 | 429,875 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,097,032 | 432,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,999,698 | 442,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,202,327 | 353,778 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,730,645 | 346,986 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $46,523,285 | 363,378 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $24,846,111 | 238,332 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $21,897,850 | 234,352 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,987,969 | 232,760 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $21,045,329 | 256,901 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $19,150,141 | 236,743 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $17,711,444 | 247,056 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,182,359 | 262,126 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $27,381,474 | 425,707 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $34,347,855 | 417,096 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $39,097,638 | 406,674 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $32,278,939 | 376,343 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $30,767,336 | 373,390 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,553,958 | 367,677 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $26,741,341 | 373,326 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $25,625,448 | 396,556 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $20,101,129 | 364,878 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $19,731,291 | 381,281 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $17,695,709 | 386,538 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||