Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,489,464
+$7,562,609 QoQ
Shares Held
187,203
+6.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#197
of 1,580 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GROUPAMA ASSET MANAGMENT holds $43,089,969 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
187,203 | $42,489,464 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
28,061 | $600,505 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,489,464 | 187,203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,926,855 | 176,657 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $32,946,331 | 177,503 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $32,647,361 | 183,268 | Shares | Sole | 2025-12-01 | |
| 2025-09-30 | $2,780,765 | 1,900,000 | Principal | Sole | 2025-12-01 | |
| 2025-06-30 | $2,536,848 | 1,900,000 | Principal | Sole | 2025-08-13 | |
| 2025-06-30 | $27,528,431 | 179,070 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,313,624 | 15,101 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $2,504,252 | 1,900,000 | Principal | Sole | 2025-05-14 | |
| 2024-12-31 | $2,183,265 | 1,900,000 | Principal | Sole | 2025-02-12 | |
| 2024-09-30 | $1,043,828 | 8,153 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,697,919 | 16,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $651,463 | 6,972 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,806,105 | 20,030 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||