Position in WELL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,309,266
+$727,620 QoQ
Shares Held
16,738
+20.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.98733420958298.ToString("F0")%
Shared 0.ToString("F0")%
None 26.012665790417017.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BESSEMER GROUP INC holds $26,848,686 across 13 REIT - Healthcare Facilities names. WELL ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
522,120 | $19,135,694 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
202,802 | $3,445,603 | |
| 3 | WELL |
Welltower Inc.
This page
|
16,738 | $3,309,266 | |
| 4 | VTR |
Ventas, Inc.
|
8,912 | $728,820 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
1,505 | $65,947 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
2,184 | $41,997 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
2,186 | $35,915 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
759 | $30,715 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,309,266 | 16,738 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $2,581,646 | 13,909 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,517,751 | 8,520 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,258,739 | 8,188 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,183,238 | 7,723 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $997,399 | 7,914 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $934,233 | 7,297 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $439,725 | 4,218 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $384,317 | 4,113 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $301,977 | 3,349 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $264,926 | 3,234 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $284,892 | 3,522 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $174,491 | 2,434 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $152,862 | 2,332 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $177,136 | 2,754 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $264,424 | 3,211 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,086,764 | 11,304 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $706,743 | 8,240 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $414,388 | 5,029 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $150,577 | 1,812 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $133,016 | 1,857 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $88,464 | 1,369 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $88,914 | 1,614 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,016,783 | 19,648 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $125,894 | 2,750 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||