Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$68,398,960
+$4,186,067 QoQ
Shares Held
345,956
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BOWEN HANES & CO INC holds $89,422,560 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
345,956 | $68,398,960 | |
| 2 | NHI |
National Health Investors Inc
|
260,000 | $21,023,600 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,398,960 | 345,956 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,212,893 | 345,956 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $61,650,869 | 346,081 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $53,233,778 | 346,281 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,053,712 | 346,281 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,641,794 | 346,281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $44,334,356 | 346,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,291,822 | 348,123 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,790,245 | 350,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,651,743 | 351,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,749,250 | 350,943 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,387,779 | 350,943 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,159,103 | 350,943 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,378,673 | 326,143 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,157,613 | 328,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,360,211 | 332,243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,941,842 | 332,243 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,539,367 | 332,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,434,503 | 332,943 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,667,563 | 332,943 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $23,809,310 | 332,393 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $21,349,995 | 330,393 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $18,234,404 | 330,993 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $15,405,716 | 297,695 | Shares | Sole | 2021-02-08 | |
| 2020-03-31 | $9,310,736 | 203,380 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||