Position in WELL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,899,331,759
+$25,769,014 QoQ
Shares Held
9,606,655
-4.8% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $4,523,163,669 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
9,606,655 | $1,899,331,759 | |
| 2 | VTR |
Ventas, Inc.
|
15,335,080 | $1,254,102,841 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
25,052,121 | $481,752,285 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
7,423,206 | $350,078,394 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
18,765,643 | $308,319,512 | |
| 6 | NHI |
National Health Investors Inc
|
1,700,908 | $137,535,419 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
659,575 | $28,902,575 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
721,504 | $26,443,121 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,899,331,759 | 9,606,655 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,873,562,745 | 10,094,083 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,814,188,268 | 10,184,059 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,603,967,166 | 10,433,664 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,756,156,754 | 11,462,416 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,500,845,772 | 11,908,639 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,558,738,618 | 12,174,792 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,296,784,097 | 12,439,176 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,164,133,919 | 12,458,625 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,173,337,123 | 13,012,500 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,058,848,275 | 12,925,394 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $835,486,600 | 10,328,676 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $742,792,204 | 10,361,169 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $670,716,972 | 10,232,143 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $440,303,072 | 6,845,508 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $380,058,259 | 4,615,158 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $435,797,139 | 4,532,943 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $392,140,696 | 4,572,003 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $479,837,941 | 5,823,276 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,184,807,390 | 14,257,610 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $904,451,826 | 13,996,469 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $659,598,849 | 11,973,114 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $568,554,117 | 10,986,553 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $271,041,588 | 5,920,524 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||