Position in WELL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$674,781
+$82,245 QoQ
Shares Held
2,973
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#825
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, 2026MassMutual Private Wealth & Trust, FSB holds $1,040,417 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,973 | $674,781 | |
| 2 | VTR |
Ventas, Inc.
|
1,727 | $153,357 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
3,149 | $67,388 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
906 | $43,198 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
919 | $37,081 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
1,435 | $28,943 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
533 | $10,398 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
139 | $7,248 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,781 | 2,973 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $592,536 | 2,997 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $589,126 | 3,174 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $537,626 | 3,018 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $436,900 | 2,842 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $368,623 | 2,406 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $265,797 | 2,109 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $254,267 | 1,986 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $202,349 | 1,941 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $162,585 | 1,740 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $147,788 | 1,639 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,382,318 | 16,874 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $151,668 | 1,875 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $70,112 | 978 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $51,522 | 786 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $42,386 | 659 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $53,774 | 653 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $55,761 | 580 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $90,573 | 1,056 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $55,784 | 677 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $105,952 | 1,275 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $92,975 | 1,298 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $78,771 | 1,219 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $67,154 | 1,219 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,254 | 488 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,340 | 488 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||