Position in WELL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$643,938,108
+$34,852,026 QoQ
Shares Held
3,256,983
-0.7% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 91.4924333347764.ToString("F0")%
Shared 0.ToString("F0")%
None 8.507566665223614.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $805,475,020 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,256,983 | $643,938,108 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
3,425,295 | $161,536,912 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||