Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$759,623,876
+$115,685,768 QoQ
Shares Held
3,346,803
+2.8% QoQ
Ownership
0.474%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#35
of 1,580 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $1,661,336,786 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (45.7% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,623,876 | 3,346,803 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $643,938,108 | 3,256,983 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $609,086,082 | 3,281,537 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,227,117 | 141,614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,769,718 | 148,115 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||