Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,867,960
-$5,039,888 QoQ
Shares Held
175,653
-22.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#199
of 1,554 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, 2026FEDERATED HERMES, INC. holds $222,361,448 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
3,276,304 | $170,859,251 | |
| 2 | WELL |
Welltower Inc.
This page
|
175,653 | $39,867,960 | |
| 3 | VTR |
Ventas, Inc.
|
95,764 | $8,503,842 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
23,009 | $1,097,069 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
21,431 | $864,740 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
33,583 | $677,369 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
14,386 | $280,670 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
9,750 | $208,650 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,867,960 | 175,653 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $44,907,848 | 227,140 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $33,719,768 | 181,670 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $26,911,431 | 151,069 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $30,200,718 | 196,453 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,254,650 | 66,932 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $699,466 | 5,550 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,230,537 | 17,422 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $973,381 | 9,337 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $735,092 | 7,867 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $833,711 | 9,246 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $795,033 | 9,705 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $674,056 | 8,333 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $384,330 | 5,361 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $316,344 | 4,826 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $472,880 | 7,352 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $615,483 | 7,474 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $597,510 | 6,215 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $293,848 | 3,426 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $166,448 | 2,020 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $347,191 | 4,178 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $225,634 | 3,150 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $244,845 | 3,789 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $229,064 | 4,158 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $722,792 | 13,967 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,720,952 | 1,391,895 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||