Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,374,303
+$137,232 QoQ
Shares Held
6,055
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#657
of 1,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $13,601,116 across 18 REIT - Healthcare Facilities names. WELL ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
55,582 | $2,650,149 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
64,112 | $2,586,919 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
40,443 | $2,109,102 | |
| 4 | WELL |
Welltower Inc.
This page
|
6,055 | $1,374,303 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
69,639 | $1,358,656 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
63,773 | $1,286,301 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
38,193 | $817,330 | |
| 8 | VTR |
Ventas, Inc.
|
4,170 | $370,296 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,303 | 6,055 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,237,071 | 6,257 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,140,202 | 6,143 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,085,941 | 6,096 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $898,705 | 5,846 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $883,102 | 5,764 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $726,436 | 5,764 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $750,383 | 5,861 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $655,941 | 6,292 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $559,425 | 5,987 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $556,709 | 6,174 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $487,669 | 5,953 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $481,538 | 5,953 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $416,374 | 5,808 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $380,714 | 5,808 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $373,569 | 5,808 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $464,700 | 5,643 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $533,865 | 5,553 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $495,407 | 5,776 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $475,942 | 5,776 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $504,915 | 6,076 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $413,734 | 5,776 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $392,372 | 6,072 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $364,695 | 6,620 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $342,585 | 6,620 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $316,797 | 6,920 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||